Edelman Personal Financial Advisors LLC (Fairfax)

Name: Edelman Personal Financial Advisors LLC
Address: 4000 Legato Road, 9 Th Floor, Fairfax, VA, 22033
Telephone: 888-752-6742

Edelman Personal Financial Advisors LLC is a pension cosultant based in Fairfax. It manages $23 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Edelman Personal Financial Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edelman Personal Financial Advisors: assets under management

The assets under management (AUM) of Edelman Personal Financial Advisors LLC is $23 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edelman Personal Financial Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Edelman Personal Financial Advisors LLC

Edward Philip Moore has been acting as President since 1 May 2007. Joe Edwards joined the executive team most recently as the Board Of Managers.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fredric Mark Edelman	Chairman and ceo	1 Dec 2006	75% - 100%	1537980
Sanders Morris Harris Group	Minority owner	1 Dec 2006	Other	76-0583569
Edward Philip Moore	President	1 May 2007	Other	1468827
Joe Edwards	Board of managers	1 May 2007	Other	5019646
Eraine Johnson Parker	Chief compliance officer	1 May 2007	Other	2337261

Based in Fairfax

The principal office where Edelman Personal Financial Advisors LLC performs its advisory services is located at 4000 Legato Road, 9 Th Floor, Fairfax, VA 22033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-752-6742 or by fax 703-818-1910. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at ricedelman.com.