Overview
Assets Under Management: $21.7 billion
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 6,241
Average Client Assets: $1.9 million
Frequently Asked Questions
EDELMAN FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113299), EDELMAN FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
EDELMAN FINANCIAL SERVICES, LLC is headquartered in FAIRFAX, VA.
EDELMAN FINANCIAL SERVICES, LLC serves 6,241 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, EDELMAN FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
EDELMAN FINANCIAL SERVICES, LLC manages $21.7 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, EDELMAN FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6,241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.56%
Average Client Assets: $1.9 million
Total Client Accounts: 85,909
Discretionary Accounts: 85,909
Regulatory Filings
CRD Number: 113299
Filing ID: 1203246
Last Filing Date: 2018-03-30 14:24:00