EDELMAN FINANCIAL ENGINES

3945 Freedom Circle
Suite 950
Santa Clara, California 95054
Tel: 408-498-6000

About EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES, formally registered with the SEC as EDELMAN FINANCIAL ENGINES. The firm was established in 01/14/1998. They have over 150 offices throughout the country.

EDELMAN FINANCIAL ENGINES is a Santa Clara, California based Financial Planning firm with nearly $270,770,414,647 assets under management, offering retirement planning & investment advisory services to 1561555 clients. The firm is staffed with 1578 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104510
SEC#	801-55196
Assets Managed by Firm	$270,770,414,647
No. of Clients	1561555
No. of Advisors	1578

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1561555	$270,770,414,647
Individuals (other than high net worth individuals)	437871	$87,453,756,415
High net worth individuals	31824	$55,880,090,660
Pension and profit sharing plans	285	$721,787,585
Charitable organizations	46	$163,153,881
Other investment advisers	821379	$126,347,084,037
Corporations or other businesses	163	$204,542,069

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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