Company Description
SEI Investments Company is a publicly owned asset management holding company.
Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.
It provides its services to private banks, independent financial advisers, institutional investors, investment managers, investment advisors, wealth management organizations, corporations, retirement scheme sponsors, not-for-profit organizations, hedge fund managers, registered investment advisers, independent broker-dealers, financial planners, life insurance agents, defined-benefit schemes, defined-contribution schemes, endowments, foundations, and board-designated fund, through its subsidiaries.
Through its subsidiaries, the firm manages separate client-focused portfolios. It also launches and manages equity, fixed income, and balanced mutual funds, through its subsidiaries.
Through its subsidiaries, the firm invests in public equity and fixed income markets. It employs fundamental and quantitative analysis with a focus on top-down and bottom-up analysis to make its investments, through its subsidiaries.
SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania.
Country | United States |
Founded | 1968 |
Industry | Asset Management |
Sector | Financials |
Employees | 5,098 |
CEO | Ryan Hicke |
Contact Details
Address: 1 Freedom Valley Drive Oaks, Pennsylvania 19456 United States | |
Phone | 610-676-1000 |
Website | seic.com |
Stock Details
Ticker Symbol | SEIC |
Exchange | NASDAQ |
Stock Type | Common Stock |
Fiscal Year | January - December |
Reporting Currency | USD |
CIK Code | 0000350894 |
CUSIP Number | 784117103 |
ISIN Number | US7841171033 |
Employer ID | 23-1707341 |
SIC Code | 6211 |
Key Executives
Name | Position |
---|---|
Ryan P. Hicke | Chief Executive Officer and Director |
Alfred P. West Jr. | Executive Chairman |
Sean Denham | Executive Vice President and Chief Financial Officer |
James F. Smigiel | Chief Investment Officer |
Mark Andrew Warner | Vice President, Chief Accounting Officer and Controller |
Alexander Whitelam | Director of Investor Relations |
Michael N. Peterson J.D. | Executive Vice President, General Counsel and Secretary |
Leslie A. Wojcik | Head of Global Communications |
Seth G. Morrison | Chief Marketing Officer |
Alfred J. Pierce III, CPA | Managing Director |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Feb 20, 2025 | 10-K | Annual Report |
Feb 12, 2025 | SCHEDULE 13G/A | Filing |
Feb 11, 2025 | 13F-HR | Quarterly report filed by institutional managers, holdings |
Jan 29, 2025 | 8-K | Current Report |
Jan 17, 2025 | 8-K/A | [Amend] Current report |
Jan 14, 2025 | 8-K | Current Report |
Dec 13, 2024 | 144 | Filing |
Dec 12, 2024 | 144 | Filing |
Dec 12, 2024 | 8-K | Current Report |
Dec 11, 2024 | 8-K | Current Report |