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).
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Total Assets Under Management270,770MILLION
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Total Number of Accounts1,561,555ACCOUNTS
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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
Corey Fast (CRD# 4866465) is an Investment Advisor Representative working at Edelman Financial Engines in Anaheim, CA and has over 18 years of experience in the finance industry.
Kurt Fauerbach (CRD# 5710437) is an Investment Advisor Representative working at Edelman Financial Engines in Boston, MA and has over 14 years of experience in the finance industry.
Michael Felix (CRD# 1688172) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 32 years of experience in the finance industry.
David Fennell (CRD# 5068948) is an Investment Advisor Representative working at Edelman Financial Engines in Vancouver, WA and has over 18 years of experience in the finance industry.
Robert Fenno (CRD# 4947700) is an Investment Advisor Representative working at Edelman Financial Engines in Spring, TX and has over 18 years of experience in the finance industry.
Frederick Ferrara (CRD# 2114799) is an Investment Advisor Representative working at Edelman Financial Engines in Roseville, CA and has over 29 years of experience in the finance industry.
Kurt Finchum (CRD# 6570038) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 8 years of experience in the finance industry.
Robert Fitzpatrick (CRD# 4841177) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 19 years of experience in the finance industry.
Peter Fleming (CRD# 6491578) is an Investment Advisor Representative working at Edelman Financial Engines in Minnetonka, MN and has over 9 years of experience in the finance industry.
Zachary Fletcher (CRD# 5742628) is an Investment Advisor Representative working at Edelman Financial Engines in Plymouth Meeting, PA and has over 14 years of experience in the finance industry.