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EDELMAN FINANCIAL ENGINES
SANTA CLARA, CA
833-752-6333
SEC #801-55196Total AUM
$326.3B
Employees
1,679Clients
1,244,406Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3945 FREEDOM CIRCLE
SANTA CLARA
CA 95054
United States
SANTA CLARA
CA 95054
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
833-752-6333
Other Offices
131
Financials
Total AUM
$326.3B
Accounts
1,517,156Discretionary
$326.3B
Accounts
1,517,156Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
431,514AUM
$92.6B
HNW Individual Clients
45,656AUM
$86.5B
Pension/Profit Sharing Plan Clients
227AUM
$936.2M
Charitable Organization Clients
44AUM
$113.6M
Investment Advisor Clients
766,796AUM
$145.8B
Corporation or Business Clients
169AUM
$299.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.