Edelman Financial Engines Acquires Ria Herrmann & Cooke
10/05/22, 2:02 PM
Location
santa clara
Industry
financial services
Edelman Financial Engines (EFE), America’s top independent wealth planning and investment advisory firm,1 announced today the acquisition of Herrmann & Cooke Wealth Management, a fiduciary Registered Investment Advisor that provides a comprehensive suite of financial and wealth management services.
Company Info
Location
Santa Clara, California, United States
Company info
Soundmark Wealth Management is an investment advisory firm headquartered in Kirkland, Washington, managing more than $453 million in assets for over 250 households. The firm, founded by Bill Schultheis, provides premier investment management and financial planning services, with a specialty in addressing the unique planning needs of medical and technology professionals, as well as small business owners.