Financial Engines Advisors LLC
Legal Name: FINANCIAL ENGINES ADVISORS L.L.C.
Full Contact Details
Other Info
Financial Engines Advisors LLC is legally known as FINANCIAL ENGINES ADVISORS L.L.C.. It is a DE Limited Liability Company. This firm has 1426 employees, of which 592 are employees in advisory roles. It serves 654945 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 14, 1998.
Edelman Financial Engines
Click Here for a Special Offer in Your Area >> Call (888) PLAN-RIC share spotify apple share spotify apple Talk to one of my financial planner colleagues. NO COST. NO OBLIGATION. Enter Your Zip Code Please enter a valid Zip Code Thanks for listening to the show! You've heard from me on the radio, no…
Website
Direct Owners
-
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
-
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
Firms Located Nearby
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