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Edelman Financial Holdings II, Inc.
4000 Legato Road
9th Floor
Phone: 888-752-6742p:888-752-6742 Fairfax, VA  22033  United States

This is a Subsidiary, click here for the Parent Company

Business Summary
Edelman Financial Holdings II, Inc. was formed by The Edelman Financial Center, LLC to facilitate its acquisition of Financial Engines, Inc. Financial Engines is a provider of independent, technology-enabled financial advisory services, discretionary portfolio management, personalized investment advice, financial and retirement income planning, and financial education and guidance. Financial Engines helps individuals, either online or with an advisor, develop a strategy to reach financial goals by offering a comprehensive set of services, including holistic, personalized plans for saving and investing, assessments of retirement income, and the option to meet face-to-face with a financial advisor at one of more than 140 advisor centers nationwide. Financial Engines’ advice and planning services cover employer-sponsored defined contribution (DC) accounts (401(k), 457, and 403(b) plans), IRA accounts, and taxable accounts.

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Financials, News and Filings
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Industries
SIC Code Description
6282 Investment advice


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Wednesday, February 28, 2024