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ENVESTNET PMC
ENVESTNET ASSET MANAGEMENT, INC.
CRD 111694 · SEC 801-57260
222 N. LASALLE ST., SUITE 625, CHICAGO, IL, 60601, United States
Phone
312-827-2800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$614.93B
Discretionary AUM
$614.93B
Team
532 total employees; 178 advisory reps
Clients
—
Fees
Percentage of AUM; Subscription fees; Fixed fees; A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsOVERLAY PORTFOLIO MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2125667 | $387.57B |
| High net worth individuals | 93557 | $191.22B |
| Investment companies | 4 | $4.22B |
| Charitable organizations | 5162 | $7.19B |
| State/municipal entities | 769 | $104.0M |
| Corporations/business entities | 15422 | $23.83B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.envestnet.com/active-passive
- https://www.facebook.com/Envestnet/
- https://x.com/Envestnet_
- https://x.com/ENVSummit
- https://www.youtube.com/channel/UCSKSh09e27bKbsxuSeg2jqw
- https://envestnet.blog
- https://vimeo.com/envestnet
- https://www.instagram.com/envestnet/
- https://www.linkedin.com/company/envestnet
- https://www.envestnet.com/qrg/
- HTTP://WWW.ENVESTNET.COM
Official SEC filing: View on IAPD