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Joseph Alexander Grundfest

FINANCIAL ENGINES ADVISORS L.L.C.·SUNNYVALE, California
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1050 ENTERPRISE WAY, SUNNYVALE, CA 94089CRD# 4303480Firm CRD# 104510
01

About

Joseph Alexander Grundfest is a registered financial advisor based in SUNNYVALE, 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# 4303480
Firm CRD# 104510
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Alexander Grundfest offer?
Joseph Alexander Grundfest specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUNNYVALE, California for a consultation.
What are Joseph Alexander Grundfest's credentials?
Joseph Alexander Grundfest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Alexander Grundfest located?
Joseph Alexander Grundfest is based in SUNNYVALE, California, working with FINANCIAL ENGINES ADVISORS L.L.C.. Their office serves clients in the SUNNYVALE metropolitan area and surrounding communities.
How does Joseph Alexander Grundfest charge for services?
Joseph Alexander Grundfest'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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Other advisors in SUNNYVALE
Aidan Tucker Yeaw — SAVEDAY ADVISORS LLCRaymond Jay Sims — FINANCIAL ENGINES ADVISORS L.L.C.Jeffrey Nacey Maggioncalda — FINANCIAL ENGINES ADVISORS L.L.C.Anne Tuttle Cappel — FINANCIAL ENGINES ADVISORS L.L.C.Praveen Kumar Dwivedi — INVESTVISOR LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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