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A. Allison Amadia

FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, California
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3945 FREEDOM CIRCLE, SANTA CLARA, CA 95054CRD# 7069901Firm CRD# 104510
01

About

A. Allison Amadia is a registered financial advisor based in SANTA CLARA, California, affiliated with FINANCIAL ENGINES ADVISORS L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL ENGINES ADVISORS L.L.C.
EDELMAN FINANCIAL ENGINES
AUM
$270.8B
Regulatory assets under management
Employees
1578
Total firm employees
View all advisors at FINANCIAL ENGINES ADVISORS L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
Regulatory
SEC/IARD CRD# 7069901
Firm CRD# 104510
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does A. Allison Amadia offer?
A. Allison Amadia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA CLARA, California for a consultation.
What are A. Allison Amadia's credentials?
A. Allison Amadia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is A. Allison Amadia located?
A. Allison Amadia is based in SANTA CLARA, California, working with FINANCIAL ENGINES ADVISORS L.L.C.. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.
How does A. Allison Amadia charge for services?
A. Allison Amadia's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: set-up fees & related svcs; reimbursements for printed materials. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ENGINES ADVISORS L.L.C.?
FINANCIAL ENGINES ADVISORS L.L.C. has approximately 1578 employees and manages $270.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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