Anna Kim
Investment adviser representative at Sei Investments Management Corp
17 yearsExperience
1 stateRegistered in
$216.4BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Sei Investments Management CorpJan 2022 to now
- Sei Investment Corp.Jan 2022 to now
- Compass Distributors, LLCJun 2021 to Jan 2022
- Foreside Distribution Services, LPJun 2021 to Jan 2022
- Foreside Financial Group LLCJun 2021 to Jan 2022
- Foreside Financial Services, LLCJun 2021 to Jan 2022
- Foreside Fund Services, LLCJun 2021 to Jan 2022
- Foreside Funds Distributors LLCJun 2021 to Jan 2022
- Funds Distributor, LLCJun 2021 to Jan 2022
- Imst Distributors, LLCJun 2021 to Jan 2022
- Mgi Funds Distributors, LLCJun 2021 to Jan 2022
- Northern Funds Distributors, LLCJun 2021 to Jan 2022
- Quasar Distributors, LLCJun 2021 to Jan 2022
- Sterling Capital Distributors, LLCJun 2021 to Jan 2022
- Grove Point Advisors, LLCApr 2021 to May 2021
- Grove Point Investments, LLCApr 2021 to May 2021
- H. Beck, IncNov 2009 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sei Investments Management Corp
$216.4BAssets managed
112,646Clients
126Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5732789
- Firm CRD
- 105146