SEI Investments Management Corp Review


Trust Score 81%
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SEI Investments Management Corp, federally registered in 1985, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 118 advisors. SEI Investments Management Corp manages $178.1 billion and provides investment advisory services for 39,678 clients (1:337 advisor/client ratio). This firm has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $50,000
Avg Account Balance $4,488,023
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $178.1 billion
Advisor / Client Ratio 1:337
Headquarters One Freedom Valley Drive Oaks, PA 19456
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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