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The Edelman Financial Group Inc. · Houston, TX United States

Jp Morgan Chase Tower,
600 Travis, Ste. 5800
Phone: 713-224-3100
HoustonTXFax: 713-224-1101
77002Toll Free: 800-538-0020
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The Edelman Financial Group Inc. Rankings

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Company Description

The Edelman Financial Group (formerly Sanders Morris Harris Group) helps the rich get richer. The wealth management firm holds more than three-quarters of The Edelman Financial Center, which owns flagship subsidiary Edelman Financial Services. It courts the mass-affluent market, defined as clients with $50,000 to $1 million of investable assets. Edelman Financial Group also owns or holds majority stakes in about a dozen wealth management affiliates that target high-net-worth and institutional clients with more than $1 million to invest. In all, the company and its affiliates have more than 65 offices in some two dozen states and more than $17 billion of assets under management.

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Financials

Company TypePublicHeadquarters
Fiscal Year-EndDecember
2010 Employees529
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Executives

12 executives listed for The Edelman Financial Group Inc.'s Houston, TX location.

Chairman and CEOGeorge BallE-mail
Vice ChairmanDon SandersE-mail
President and DirectorFredric EdelmanE-mail

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