Sei Advisors
$9.9M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$9.9M
$9.9M
2020
2021
Same-firm comparison: 1 firms that reported Sei Advisors in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Balboa Wealth Partners, Inc. | $9.9M | $513M | 1.9% | 03/23/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.