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Building 2ENVESTNET RETIREMENT SOLUTIONS

Map pinCHICAGO, IL
Phone312-827-7957
NotebookSEC #801-77722
Total AUM
$235M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 EAST WACKER DRIVE
SUITE 2400
CHICAGO
IL 60601
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
312-827-7957

ReceiptFinancials

Total AUM
$235M
Accounts
23
Discretionary
$97.6M
Accounts
11
Non-Discretionary
$137.5M
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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