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The Edelman Financial Group Inc.

Investment Management Firms

Description

The Edelman Financial Group Inc., through its subsidiaries, provides wealth management services primarily to individuals, corporations, and financial institutions in North America. The companys 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 through affiliated wealth managers and registered investment advisors. Its services include investment strategies and alternatives, tax efficient estate and financial planning, trusts, agent/fiduciary investment management services, and private client brokerage services. The company was formerly known as Sanders Morris Harris Group Inc. and changed its name to The Edelman Financial Group Inc. in May 2011. As of September 20, 2012, The Edelman Financial Group, Inc. was taken private. The Edelman Financial Group Inc. was founded in 1987 and is based in Houston, Texas.

Corporate Address

5800 JP Morgan Chase Tower 600 Travis Suite 5800 Houston, TX77002 United States of America

United States of America

713-224-3100

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