Financial Engines Advisors L.L.C. is an investment advisor in Santa Clara with $241.97 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943250323
SEC advisor number
801-55196
FINRA CRD number
104510
AUM ?
$241.97 bn
(as of 20 Apr 23)
Accounts
1,594,707
(as of 20 Apr 23)
Employees
1,514
(478 investment advisory or research)
Address
Financial Engines Advisors L.L.C.
1050 ENTERPRISE WAY
3RD FL
SUNNYVALE
CA 94089
1050 ENTERPRISE WAY
3RD FL
SUNNYVALE
CA 94089
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
408-498-6900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Edelman Financial Engines, LLC | Member Manager | 12/1997 | > 75% |
Raffone, Lawrence, Michael | Chief Executive Officer | 01/2015 | < 5% |
Antone, Lewis, Emerson | Executive Vice President, Chief Legal & Risk Officer | 03/2016 | < 5% |
O'donnell, Kelly, Susan | Executive Vice President, Co-chief Client Officer | 02/2023 | < 5% |
the Edelman Financial Engines Center, LLC | Managing Member | 07/2018 | > 75% |
Edelman Financial Engines Holdings IV, LLC | Managing Member | 07/2018 | > 75% |
Edelman Financial Engines Holdings III, LLC | Managing Member | 07/2018 | > 75% |
Edelman Financial Engines Holdings I, LLC | Managing Member | 07/2018 | > 75% |
Edelman Financial Engines Holdings II, Inc. | Managing Member | 07/2018 | > 75% |
Edelman Financial Engines Holdings I, LLC | Sole Stockholder | 07/2018 | > 75% |
Edelman Financial Engines, L.P. | Member of Edelman Financial Engines Holdings I, LLC | 07/2018 | > 75% |
Edelman Financial Engines Investments, LLC | Member | 07/2018 | 25-50% |
H&F Flight GP, LLC | General Partner | 07/2018 | |
Van De Loo, Jason, Dale | Executive Vice President, Co-chief Client Officer | 02/2023 | < 5% |
Kimberly, Thomas, Alesbury | Executive Vice President, Head of Product and Technology | 03/2022 | < 5% |
Van Staveren, Suzanne, Martine | Executive Vice President, Chief Financial Officer & Chief Operating Officer | 02/2023 | < 5% |
Gilfedder, Neil | Executive Vice President, Chief Investment Officer | 03/2023 | < 5% |
Lavigne, Robert | VP, Chief Compliance Officer | 04/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21