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SEI INVESTMENTS MANAGEMENT CORP
CRD 105146 · SEC 801-24593
ONE FREEDOM VALLEY DRIVE, OAKS, PA, 19456, United States
Phone
610-676-1000
Fax
(484) 676-4339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.43B
Discretionary AUM
$211.99B
Team
434 total employees; 226 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110959 | $47.68B |
| High net worth individuals | 726 | $5.00B |
| Banking/thrift institutions | 93 | $935.5M |
| Investment companies | 1 | $100.73B |
| Pooled investment vehicles | 18 | $45.16B |
| Pension/profit sharing plans | 343 | $9.56B |
| Charitable organizations | 465 | $3.87B |
| State/municipal entities | 4 | $2.63B |
| Corporations/business entities | 35 | $488.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD