December 27, 2014 12:59 AM ET

Capital Markets

Company Overview of Financial Engines Advisors L.L.C.

Company Overview

Financial Engines Advisors L.L.C. is a privately owned investment manager. The firm also provides retirement account services. It primarily provides its services to individuals. The firm also caters to high net worth individuals, state and municipal government entities, and other investment advisers. It manages separate client focused portfolios for its clients. The firm invests in public equity markets. It conducts in-house research to make its investments. The firm was founded in 1997 and is based in Sunnyvale, California. Financial Engines Advisors L.L.C. operates as a subsidiary of Financial Engines, Inc.

1050 Enterprise Way

3rd Floor

Sunnyvale, CA 94089

United States

Founded in 1997

Phone:

408-498-6000

Fax:

408-498-6010

Key Executives for Financial Engines Advisors L.L.C.

Chief Executive Officer and Manager
Age: 45
President
Age: 50
Executive Vice President
Age: 63
Executive Vice President and General Counsel
Age: 53
Chief Investment Officer
Age: 47
Compensation as of Fiscal Year 2014.

Financial Engines Advisors L.L.C. Key Developments

GRQ Investment Management Sues Financial Engines Inc. and Financial Engines Advisors LLC

Financial Engines Inc. and Financial Engines Advisors LLC are facing a lawsuit from GRQ Investment Management over alleged patent infringement. A complaint filed on Aug. 8 in U.S. District Court in Marshall, Texas, GRQ Investment contends that Financial Engines infringed on two patents that belonged to GRQ. GRQ Investment claims that one of the patent inventors, Brian Tarbox, assisted Financial Engines founder William Sharpe in developing his business in 1996. The plaintiffs have reportedly requested the court enjoin Financial Engines from providing its services.

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Recent Private Companies Transactions

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