PPrivate Fund Data Log in Join · $37/mo

Financial Engines Advisors L.L.C.

● SEC registered since 1998CRD 104510SEC# 801-55196Santa Clara, CA
Export (members)
Reg. AUM
$29.3M
Employees
1,616
Accounts
1,552,934
Location
Santa Clara, CA

Financial Engines Advisors L.L.C. assets under management

Financial Engines Advisors L.L.C. operates as an SEC-registered investment adviser based in Santa Clara, CA. The firm has been registered since 1998. It reports $29.3 million in regulatory assets under management and employs 1,616 people.
www.indeed.com/cmp/edelman-financial-enginesView on SEC.gov ↗

Financial Engines Advisors L.L.C. owners & executives

16 reported
NameTitleOwnershipSince
A. Allison Amadia ControlSvp Chief Legal And Risk OfficerUnder 5%2024
Edelman Financial Engines, LLC ControlMember ManagerOver 75%1997
Jay Shah ControlChief Executive OfficerUnder 5%2023
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Financial Engines Advisors L.L.C. manage?

Financial Engines Advisors L.L.C. reports $29.3 million in regulatory assets under management on its Form ADV.

How many employees does Financial Engines Advisors L.L.C. have?

Financial Engines Advisors L.L.C. reports 1,616 employees.

Where is Financial Engines Advisors L.L.C. located?

Financial Engines Advisors L.L.C. is based in Santa Clara, CA and has been SEC-registered since 1998.

Does Financial Engines Advisors L.L.C. disclose fund performance?

Financial Engines Advisors L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3945 Freedom Circle, Santa Clara, CA 95054
Phone833-752-6333
Fax866-742-7222
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$29.3M
Non-discretionary$0
Total (RAUM)$29.3M