Company Overview of The Edelman Financial Group Inc.
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
Houston, TX 77002
Founded in 1987
Key Executives for The Edelman Financial Group Inc.
Chief Executive Officer, President, Director and Member of Executive Committee
President of Edelman Financial Services
Chief Communications Officer
Compensation as of Fiscal Year 2015.
The Edelman Financial Group Inc. Key Developments
The Edelman Financial Group Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 11:00 AM
Sep 13 13
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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