Financial Engines Advisors L.L.C.

Company Profile

Website

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

Office hours

Monday - Friday, 9:00 A.M. - 5:00 P.M.

Phone

408-498-6900

Brochures

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%