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
Christopher Caposey (CRD# 5956405) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 12 years of experience in the finance industry.
John Carey (CRD# 1985806) is an Investment Advisor Representative working at Edelman Financial Engines in Austin, TX and has over 29 years of experience in the finance industry.
Aura Carmi (CRD# 2096756) is an Investment Advisor Representative working at Edelman Financial Engines in Woodland Hills, CA and has over 33 years of experience in the finance industry.
David Carr (CRD# 2345164) is an Investment Advisor Representative working at Edelman Financial Engines in Overland Park, KS and has over 13 years of experience in the finance industry.
John Carty (CRD# 6679778) is an Investment Advisor Representative working at Edelman Financial Engines in Federal Way, WA and has over 7 years of experience in the finance industry.
Joanna Cecilia-Fleming (CRD# 4397382) is an Investment Advisor Representative working at Edelman Financial Engines in White Plains, NY and has over 22 years of experience in the finance industry.
Dominic Chavez (CRD# 5505191) is an Investment Advisor Representative working at Edelman Financial Engines in Albuquerque, NM and has over 16 years of experience in the finance industry.
Nicholas Chavez (CRD# 7020393) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 5 years of experience in the finance industry.
Kristine Chaze (CRD# 2166658) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 29 years of experience in the finance industry.
Rita Chehoeva-Head (CRD# 4481971) is an Investment Advisor Representative working at Edelman Financial Engines in Fairfax, VA and has over 22 years of experience in the finance industry.