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Building 2ENVESTNET PORTFOLIO SOLUTIONS, INC.

Map pinCHICAGO, IL
Phone312-827-2800
NotebookSEC #801-43579
Total AUM
$17.3B
Employees
532
Clients
60,663

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 N. LASALLE ST., SUITE 625
CHICAGO
IL 60601
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
312-827-2800
Other Offices
2

ReceiptFinancials

Total AUM
$17.3B
Accounts
60,663
Discretionary
$17.3B
Accounts
60,663
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57,665
AUM
$12.7B
HNW Individual Clients
2,557
AUM
$4.4B
Corporation or Business Clients
418
AUM
$278.8M
Other Clients
23
AUM
$2.3M
Description of Other Clients
DO NOT FIT CATEGORIES ABOVE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.

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