DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > california > santa clara
EDELMAN FINANCIAL ENGINES
Tel: 408-498-6000
3945 Freedom Circle Suite 950
Santa Clara, California 95054
EDELMAN FINANCIAL ENGINES
EDELMAN FINANCIAL ENGINES is a Santa Clara, California based financial advisory firm with nearly $270,770,414,647 in assets under management and provides investment advisory services for 1561555 clients. There are currently 1578 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIAL
Firm CRD#:
104510
SEC#:
801-55196
No. of Clients:
1561555
Assets under Management
$270,770,414,647
No. of Advisors:
1578
More Financial Advisory Firms in Santa Clara, California
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COMPANY | 110885 | 1384 |
| BLACKROCK FUND ADVISORS | 105247 | 700 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | 3194 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 857 |
| FRANKLIN ADVISERS, INC. | 104517 | 408 |
| DODGE & COX | 104596 | 306 |
More Firms in Santa Clara, California >>