November 25, 2014 5:09 PM ET

Capital Markets

Company Overview of The Edelman Financial Group Inc.

Company Overview

The Edelman Financial Group Inc., through its subsidiaries, provides wealth management services primarily to individuals, corporations, and financial institutions in North America. The company’s Mass Affluent segment provides investment advisory, wealth and investment management, and financial planning services to individual clients; financial planning and asset management services for small or mid-size organizations; and 401(k) benefit plan consultation services for employers. The Edelman Financial Group Inc.’s Other Wealth Management segment provides investment management services primarily to high net worth individuals and institutions through branch offices and broker-dealers, as well as...

5800 JP Morgan Chase Tower

600 Travis

Suite 5800

Houston, TX 77002

United States

Founded in 1987

498 Employees





Key Executives for The Edelman Financial Group Inc.

Chief Executive Officer
Age: 55
President of Edelman Financial Services
Age: 54
Chief of Staff
Age: 48
Chief Communications Officer
Age: 56
Compensation as of Fiscal Year 2014.

The Edelman Financial Group Inc. Key Developments

The Edelman Financial Group Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 11:00 AM

The Edelman Financial Group Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 11:00 AM. Venue: Ritz Carlton Hotel, San Francisco, California, United States. Speakers: Fredric M. Edelman, Chief Executive Officer, President, Director and Member of Executive Committee.

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