Edelman Financial Engines
Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $270,770,414,647 in 1,561,555 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management270,770MILLION
-
Total Number of Accounts1,561,555ACCOUNTS
-
Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jeffrey Cram (CRD# 4423897) is an Investment Advisor Representative working at Edelman Financial Engines in Overland Park, KS and has over 22 years of experience in the finance industry.
Stephen Crane (CRD# 5275052) is an Investment Advisor Representative working at Edelman Financial Engines in Boston, MA and has over 17 years of experience in the finance industry.
Ann Crehan (CRD# 2808069) is an Investment Advisor Representative working at Edelman Financial Engines in Ocean View, DE and has over 27 years of experience in the finance industry.
Sonya Crenshaw (CRD# 3238543) is an Investment Advisor Representative working at Edelman Financial Engines in Glendale, AZ and has over 18 years of experience in the finance industry.
Steven Crossett (CRD# 1977387) is an Investment Advisor Representative working at Edelman Financial Engines in Melbourne, FL and has over 30 years of experience in the finance industry.
Spencer Crow (CRD# 5819393) is an Investment Advisor Representative working at Edelman Financial Engines in San Antonio, TX and has over 13 years of experience in the finance industry.
Matthew Cuiffo (CRD# 2867751) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 26 years of experience in the finance industry.
Douglas Custer (CRD# 2423737) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 30 years of experience in the finance industry.
Steven Czech (CRD# 4329976) is an Investment Advisor Representative working at Edelman Financial Engines in Northbrook, IL and has over 23 years of experience in the finance industry.
Anthony Czechorski (CRD# 1017989) is an Investment Advisor Representative working at Edelman Financial Engines in Northbrook, IL and has over 42 years of experience in the finance industry.