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ENVESTNET PMC
BERWYN, PA
312-827-2800
SEC #801-57260Total AUM
$614.9B
Employees
532Clients
2,241,364Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1000 CHESTERBROOK BOULEVARD , SUITE 250
BERWYN
PA 19312
United States
BERWYN
PA 19312
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
312-827-2800
Other Offices
1
Financials
Total AUM
$614.9B
Accounts
2,241,364Discretionary
$614.9B
Accounts
2,241,364Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,125,667AUM
$387.6B
HNW Individual Clients
93,557AUM
$191.2B
Investment Company Clients
4AUM
$4.2B
Charitable Organization Clients
5,162AUM
$7.2B
Government Entity Clients
769AUM
$104M
Corporation or Business Clients
15,422AUM
$23.8B
Other Clients
783AUM
$802.8M
Description of Other Clients
DO NOT FIT CATEGORIES ABOVE
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
OVERLAY 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
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.