Financial Engines Advisors LLC
正式名称: FINANCIAL ENGINES ADVISORS L.L.C.
フルコンタクト詳細
Financial Engines Advisors LLC
1050 ENTERPRISE WAY, 3RD FLOOR, SUNNYVALE, CA
408-498-6000
408-498-6010
他の情報
Financial Engines Advisors LLCは、法的にはFINANCIAL ENGINES ADVISORS L.L.C.として知られ、DE有限責任会社であり、アドバイザリー職に592人を含む1426人を雇用しています。同社は654945人の顧客を対象にサービスを提供しており、最新のSECのステータスは「承認済み」で、登録日は1998年1月14日です。
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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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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.
直接の所有者
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CHRISTOPHER LEIGH JONES
CHIEF INVESTMENT OFFICER 所有する 5％未満
-
EDELMAN FINANCIAL ENGINES, LLC
MEMBER MANAGER 所有する 75％以上
-
JONATHAN DAVID ROBBINS
CHIEF COMPLIANCE OFFICER 所有する 5％未満
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KELLY SUSAN O'DONNELL
EXECUTIVE VICE PRESIDENT, AND CHIEF ADMINISTRATIVE OFFICER AND CHIEF RISK OFFICER 所有する 5％未満
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LAWRENCE MICHAEL RAFFONE
CEO 所有する 5％未満
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LEWIS EMERSON ANTONE
EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL 所有する 5％未満
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MARIO MARQUES RAMOS
EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER 所有する 5％未満
間接所有者
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EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC
MANAGING MEMBER 所有する 75％以上
-
EDELMAN FINANCIAL ENGINES HOLDINGS II, INC.
MANAGING MEMBER 所有する 75％以上
-
EDELMAN FINANCIAL ENGINES HOLDINGS III, LLC
MANAGING MEMBER 所有する 75％以上
-
EDELMAN FINANCIAL ENGINES HOLDINGS IV, LLC
MANAGING MEMBER 所有する 75％以上
-
EDELMAN FINANCIAL ENGINES INVESTMENTS, LLC
MEMBER 所有する 25％以上50％未満
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EDELMAN FINANCIAL ENGINES, L.P.
MEMBER OF FINANCIAL ENGINES EDELMAN HOLDINGS I, LLC 所有する 75％以上
-
H&F FLIGHT GP, LLC
GENERAL PARTNER
-
THE EDELMAN FINANCIAL ENGINES CENTER, LLC
MANAGING MEMBER 所有する 75％以上
近くにある会社
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- Hutchinson Capital Management
- Ronald Joseph Wagner
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- Saratoga Research & Investment Management
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トップホールディングス
- 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