Financial Engines Advisors LLC
Legal Name: FINANCIAL ENGINES ADVISORS L.L.C.
Full Contact Details
Financial Engines Advisors LLC
1050 ENTERPRISE WAY, 3RD FLOOR, SUNNYVALE, CA
408-498-6000
408-498-6010
Other Info
Financial Engines Advisors LLC, legally known as FINANCIAL ENGINES ADVISORS L.L.C., is a DE Limited Liability Company that employs 1426 people, including 592 in advisory positions. The firm serves 654945 clients, and its latest SEC status is listed as Approved, with a registration date of Jan 14, 1998.
Wealth Management Advisor | Edelman Financial Engines
Edelman Financial Engines offers investing and financial planning services, wealth management, retirement planning, and more.
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Wealth Management Advisor | Edelman Financial Engines
Edelman Financial Engines offers investing and financial planning services, wealth management, retirement planning, and more.
Edelman Financial Engines
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Website
Website
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Wealth Management Advisor | Edelman Financial Engines
Edelman Financial Engines offers investing and financial planning services, wealth management, retirement planning, and more.
Direct Owners
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CHRISTOPHER LEIGH JONES
CHIEF INVESTMENT OFFICER owns less than 5%
-
EDELMAN FINANCIAL ENGINES, LLC
MEMBER MANAGER owns 75% or more
-
JONATHAN DAVID ROBBINS
CHIEF COMPLIANCE OFFICER owns less than 5%
-
KELLY SUSAN O'DONNELL
EXECUTIVE VICE PRESIDENT, AND CHIEF ADMINISTRATIVE OFFICER AND CHIEF RISK OFFICER owns less than 5%
-
LAWRENCE MICHAEL RAFFONE
CEO owns less than 5%
-
LEWIS EMERSON ANTONE
EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL owns less than 5%
-
MARIO MARQUES RAMOS
EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC
MANAGING MEMBER owns 75% or more
-
EDELMAN FINANCIAL ENGINES HOLDINGS II, INC.
MANAGING MEMBER owns 75% or more
-
EDELMAN FINANCIAL ENGINES HOLDINGS III, LLC
MANAGING MEMBER owns 75% or more
-
EDELMAN FINANCIAL ENGINES HOLDINGS IV, LLC
MANAGING MEMBER owns 75% or more
-
EDELMAN FINANCIAL ENGINES INVESTMENTS, LLC
MEMBER owns more than 25% but less than 50%
-
EDELMAN FINANCIAL ENGINES, L.P.
MEMBER OF FINANCIAL ENGINES EDELMAN HOLDINGS I, LLC owns 75% or more
-
H&F FLIGHT GP, LLC
GENERAL PARTNER
-
THE EDELMAN FINANCIAL ENGINES CENTER, LLC
MANAGING MEMBER owns 75% or more
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Top Holdings
- VANGUARD INDEX FDS GROWTH ETF $2,917,954k
- ISHARES TR RUS 1000 VAL ETF $2,268,954k
- ISHARES TR $1,609,407k
- ISHARES $1,078,817k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $964,851k
- SCHWAB STRATEGIC TRUST $963,768k
- SCHWAB STRATEGIC T $853,948k
- ISHARES TR CORE S&P MCP ETF $810,024k
- SPDR INDEX SHS FDS $669,233k
- SPDR SERIES TRUST $581,911k