SEI INVESTMENTS CO
Research Summary
AI-assisted · Grounded in filings
SEI INVESTMENTS CO
SEI Investments Co. stands as a seasoned participant in the Security Brokers, Dealers & Flotation Companies space, offering a suite of investment processing, outsourcing, and asset servicing solutions tailored to wealth managers, corporations, and financial intermediaries seeking scale and compliance certainty; built around trust in managed accounts, technology-enabled custody, and advisory support, its platform enables advisors and institutions to navigate complex portfolio, reporting, and operational needs in an increasingly automated markets landscape. The firm’s work with retirement plan sponsors, asset managers, and institutions highlights its core focus on clients that require both data-intensive reporting and strategic capital markets insight, while it remains attentive to the regulatory demands of the Securities Exchange Act, FINRA oversight, and the risks of market volatility, interest-rate shifts, and operational resilience in custody and clearing; those dynamics also underscore the need to continuously reinforce cybersecurity and capital adequacy controls. CIK 350894 and ticker SEIC point investors to its disclosures, including the Form 10-Q filed Nov 1999, which detail historic performance under these conditions—view live SEC filings on Earnings Feed.
Market Data
SEIC · Last trade
Prev Close
$82.38
Range (29d)
$78.27 – $83.70
Recent Filings
- 8-K912.0 KBSEI INVESTMENTS CODec 3, 4:41 PM ET·0000350894-25-000123
- 45.9 KBSEI INVESTMENTS COJan 5, 12:41 PM ET·0000350894-15-000001
- 8-K20.0 KBSEI INVESTMENTS COOct 1, 2:42 PM ET·0000350894-14-000069
- 44.5 KBSEI INVESTMENTS COAug 25, 2:29 PM ET·0000350894-14-000062
- 48.3 KBSEI INVESTMENTS COAug 25, 12:04 PM ET·0000350894-14-000061
- 48.3 KBSEI INVESTMENTS COFeb 10, 2:03 PM ET·0000350894-14-000004
- 44.6 KBSEI INVESTMENTS COJun 19, 11:02 AM ET·0000350894-13-000028
- 47.9 KBSEI INVESTMENTS COMay 30, 3:32 PM ET·0000350894-12-000008
- 8-K411.2 KBSEI INVESTMENTS COJan 6, 11:12 AM ET·0001193125-09-001551
- 412.3 KBSEI INVESTMENTS CODec 8, 11:50 AM ET·0000350894-08-000102
Insiders
10- BLUMENSTEIN SARAHDirector
- CRUDUP ROBERTExecutive Vice President
- DORAN WILLIAMDirector
- GUARINO CARLExecutive Vice President
- HEILIG KATHYController/Senior Vice Preside
- Klauder N JeffreyExecutive Vice President
- LIEB RICHARDDirector
- LOUGHLIN EDWARDExecutive Vice President
- MCCARTHY KATHRYNDirector
- MCGONIGLE DENNISExecutive Vice President
Tickers
Addresses
business
1 FREEDOM VALLEY DRIVE
OAKS, PA, 19456-1100
mailing
1 FREEDOM VALLEY DRIVE
OAKS, PA, 19456-1100
Former Names
- SEI CORP2004-08-05