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Recently Released!!!
Date Published: December 2011
192 Slides
The Edelman Financial Group was founded in 1988 and is based in Houston, TX. The firm operates in 25 states, has 41 offices, 530 employees, 17,000 clients, 29,000 accounts, $18.6 billion assets under management & administration, generates $169 million revenues, and earns $9.7 million. The company is publicly owned, traded on the NASDAQ under the symbol EF, and is led by its Co-CEOs George Ball & Ric Edelman. The Edelman Financial Group's web sites can be found at www.edelmanfinancial.com, www.smhgroup.com, www.ricedelman.com, www.emapinvestor.com, www.globalhou.com, www.leonettiassoc.com, www.rikooncarret.com, www.miller-green.com, www.pintrust.com, www.isgca.net, www.kissingernet.com, www.signethealthcarepartners.com, www.smhca.com, www.smhpeg.com, www.cummermoyers.com, www.capitolmanagementgroup.org, & www.selectsportsgroup.com.
The Edelman Financial Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Pinnacle Global Group Phase
- Sanders Morris Harris Group Phase
- The Edelman Financial Group Phase
Its profile includes the key statistics of the firm, including states, offices, employees, clients, accounts, assets under management & administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Edelman Financial Services (The Edelman Financial Services Center)
- Other Fee-Based Financial Advisors
- Edelman Securities
- Asset Management
- Other Businesses
And its profile concludes with the highlights of its organizational structure & ownership.
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