EDELMAN FINANCIAL Overview

Edelman Financial Services Llc is an investment advisor that manages 14.4 BN dollars in regulatory AUM and has 339 employees, of which 194 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 8BN in positions, representing 53% of the manager's regulatory AUM.

EDELMAN FINANCIAL StockAlpha

-1.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EDELMAN FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWD 26.26% ETF 7.7% 0.78% 6 7%
VUG 16.71% ETF 0.61% -0.7% 18 3%
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FEATURED IN
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EDELMAN FINANCIAL Founders and Key Employees

Name Title In Position Since
Fredric M. Edelman Chairman And Chief Executive Officer May-2005
Edward P. Moore President May-2005
Eraine J. Parker Chief Compliance Officer May-2007
Lesley V. Roberts Chief Administrative Officer May-2010
Joseph Bottazzi Executive Vice President-Business Development January-2014
Christine A. Cataldo Chief Information Officer December-2013
Rene E. Chaze Chief Financial Officer January-2013
William P. Hayes General Counsel June-2013
Marvin O. Davis Chief Marketing Officer October-2013
Rene E. Chaze Chief Operating Officer January-2015

EDELMAN FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

EDELMAN FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .................................................. 19

Investment Strategy.......................................................................................................................... 19

Methods of Analysis and Investment Selection ................................................................................ 19

Risk of Loss ........................................................................................................................................ 20

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EDELMAN FINANCIAL Portfolio Concentration

EDELMAN FINANCIAL Location

4000 LEGATO ROAD
9TH FLOOR
FAIRFAX, Virginia
UNITED STATES, 22033-2892

EDELMAN FINANCIAL Contact Information

Phone Number: 703-818-0800
Fax Number: 703-818-1910
Website:

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