Key facts
- EDELMAN FINANCIAL ENGINES is a other based in SANTA CLARA, CA.
Registered with the SEC
Form ADV · 2026-03 · CRD 104510- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 1679
- Registered office
- SANTA CLARA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FINANCIAL ENGINES ADVISORS L.L.C.).
Free account
See the whole book
- ·Watchlist + alerts for EDELMAN FINANCIAL ENGINES's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for EDELMAN FINANCIAL ENGINES are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.