STRATEGY STUDIO / PUBLIC DATA EXPLORER

SEI PRIVATE TRUST COMPANY

Addresses
1 FREEDOM VALLEY DR, OAKS, PA 19456
1 FREEDOM VALLEY FR, OAKS, PA 19456
1 Freedom Valley Dr, Oaks, PA 19456
1 Freedom Valley Drive, Oaks, PA 19456
163 W LANCASTER AVE, PAOLI, PA 19301
ONE FREEDOM VALLEY DRIVE, OAKS
ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456
Service
INVESTMENT ADVISORY SERVICES
Total reported
$8,454,696
Website
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Who paid them

YearOrganizationServiceLocationPaidFiling
2025MONTEI FOUNDATIONINVEST. ADVISOR OAKS, PA$121,788view original ↗
2024CONCORDIA LUTHERAN MINISTRIESInvestment management fees Oaks, PA$574,894view original ↗
2024CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment management fees Oaks, PA$231,031view original ↗
2024MONTEI FOUNDATIONINVEST. ADVISOR OAKS, PA$115,333view original ↗
2024SALEM HEALTH AND WELLNESS FOUNDATION INCINVESTMENT MGMT OAKS, PA$105,069view original ↗
2023CONCORDIA LUTHERAN MINISTRIESInvestment management fees Oaks, PA$546,606view original ↗
2023CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment management fees Oaks, PA$304,180view original ↗
2023MONTEI FOUNDATIONINVESTMENT ADVISORY SVCS OAKS, PA$103,725view original ↗
2023SALEM HEALTH AND WELLNESS FOUNDATION INCINVESTMENT MGMT OAKS, PA$89,215view original ↗
2022CONCORDIA LUTHERAN MINISTRIESInvestment management fees Oaks, PA$389,054view original ↗
2022CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment management fees Oaks, PA$303,395view original ↗
2022MONTEI FOUNDATIONINVESTMENT ADVISORY SVCS OAKS, PA$109,374view original ↗
2022SALEM HEALTH AND WELLNESS FOUNDATION INCInvestment Management Oaks, PA$82,874view original ↗
2021CONCORDIA LUTHERAN MINISTRIESInvestment management fees Oaks, PA$302,728view original ↗
2021CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment management fees Oaks, PA$263,720view original ↗
2021MONTEI FOUNDATIONINVESTMENT ADVISORY SERVICES OAKS, PA$116,917view original ↗
2021SALEM HEALTH AND WELLNESS FOUNDATION INCInvestment Management Oaks, PA$90,595view original ↗
2020CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment management fees Oaks, PA$288,695view original ↗
2020CONCORDIA LUTHERAN MINISTRIESInvestment management fees Oaks, PA$231,314view original ↗
2020SALEM HEALTH AND WELLNESS FOUNDATION INCInvestment Management Oaks, PA$138,822view original ↗
2020MONTEI FOUNDATIONINVESTMENT ADVISORY SERVICES OAKS, PA$94,727view original ↗
2019CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment management fees Oaks, PA$272,692view original ↗
2019CONCORDIA LUTHERAN MINISTRIESInvestment management fees Oaks, PA$135,721view original ↗
2018CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment fees Oaks, PA$266,733view original ↗
2018CONCORDIA LUTHERAN MINISTRIESInvestment fees Oaks, PA$241,779view original ↗
2017CONCORDIA LUTHERAN MINISTRIESInvestment fees Oaks, PA$234,934view original ↗
2017CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment fees Oaks, PA$234,764view original ↗
2016LUTHERCAREINVESTMENT FEES PAOLI, PA$1,014,683view original ↗
2016CONCORDIA LUTHERAN MINISTRIESInvestment fees Oaks, PA$236,104view original ↗
2016CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment fees Oaks, PA$226,652view original ↗
2016HOLMES FOUNDATION INCINVESTMENT OAKS, PA$104,367view original ↗
2015CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment fees Oaks, PA$225,305view original ↗
2015CONCORDIA LUTHERAN MINISTRIESInvestment fees Oaks, PA$213,431view original ↗
2014CONCORDIA LUTHERAN MINISTRIESInvestment fees Oaks, PA$211,035view original ↗
2014CONCORDIA LUTHERAN MINISTRIESFOUNDATIONInvestment fees Oaks, PA$181,530view original ↗
2013THE CHESTNUT FOUNDATIONINVESTMENT MANAGEMENT FEES OAKS$50,910view original ↗

Grouped by normalized name; different firms with identical names appear together. Check the addresses.