SEI Investments Management Corp

RIASEC RegisteredEst. 1985

Total AUM

$216B

Discretionary

$212B

98% of AUM

Avg account

$1.9M

Accounts

112,627

Employees

434

Advisory reps

131

Firm details

Headquarters: Oaks, Pennsylvania
CRD number: 105146
Registered since: June 27, 1985
Website: www.seic.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies46.54%
Individuals22.03%
Pooled Investment Vehicles20.87%
Pension & Profit Sharing Plans4.42%
HNWI2.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SEI Investments Management Corp. is a corporation that manages assets for both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management services across separate accounts, pooled vehicles, and investment companies, and it also provides pension consulting, manager selection, and educational content. SEI uses a fee menu that includes percentage-of-AUM fees, fixed fees, and performance-based arrangements. The firm reports being an active ESG investor and engages in commodity pool or commodity trading advisor activities as part of its business mix. Its registration with the SEC dates to 1985.