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.
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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.
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.
Wealth Management Advisor | Edelman Financial Engines
Edelman Financial Engines offers investing and financial planning services, wealth management, retirement planning, and more.
Edelman Financial Engines Jobs and Company Culture
Explore Edelman Financial Engines’s job openings, read about the company culture, and see what employees love about working there.
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%
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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
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EDELMAN FINANCIAL ENGINES INVESTMENTS, LLC
MEMBER owns more than 25% but less than 50%
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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