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A partial report preview for Edelman Financial Group Inc. is shown below.  Where indicated by "Yes," CreditRiskMonitor contains this information in its extensive database.  To get access to the full report and learn more about CreditRiskMonitor's robust financial risk analysis and timely news service, request a personalized demo and free trial today.

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Edelman Financial Group Inc.
600 Travis
Suite 5800
Phone: (713) 224-3100p:713 224-3100 Houston, TX  77002  United States Fax: (713) 993-4677f:713 993-4677

This company has been Merged or Acquired by another company.
This company ceased filing statements with the SEC on 10/1/2012.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company

Business Summary
The Edelman Financial Group Inc., formerly Sanders Morris Harris Group Inc., is a holding Company that, through its subsidiaries and affiliates, provides wealth management services, including investment advice, investment management, and financial planning to a diversified group of clients. Its businesses include asset management activities, programs, and products to support its wealth managers. In addition, it offers a variety of trading, sales and research services for institutional investors. The Company operates in two segments: Mass Affluent and Other Wealth Management.
(Source: 10-K)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
--YesYes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
6/30/201212/31/2011YesYes--Yes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board George L.Ball 73 5/25/2012 2/1/2000
President, Chief Executive Officer, Director Fredric M.Edelman 53 5/25/2012 1/29/2009
Chief Financial Officer RickBerry 58 2/1/2001 6/1/2000
9 additional Officers and Directors records available in full report.

Business Names
Business Name
10 Sports Marketing, LP
By The Edelman Financial Center, LLC
Concept Capital
23 additional Business Names available in full report.

General Information
Stock Exchange: NASD
Federal Tax Id: 760583569
Fax Number: (713) 993-4677


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Saturday, July 22, 2023