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Building 2EDELMAN FINANCIAL SERVICES, LLC

Map pinFAIRFAX, VA
Phone703-818-0800
NotebookSEC #801-64567
Total AUM
$21.7B
Employees
434
Clients
35,698

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 LEGATO ROAD
9TH FLOOR
FAIRFAX
VA 22033-2892
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
703-818-0800
Other Offices
42

ReceiptFinancials

Total AUM
$21.7B
Accounts
85,909
Discretionary
$21.7B
Accounts
85,909
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29,214
AUM
$9.2B
HNW Individual Clients
6,241
AUM
$12.1B
Pension/Profit Sharing Plan Clients
186
AUM
$356.1M
Charitable Organization Clients
35
AUM
$50M
Corporation or Business Clients
22
AUM
$34.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SEMINAR REGISTRATION FEE, BOOK ROYALTIES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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