1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ENVESTNET RETIREMENT SOLUTIONS, LLC

Map pinCHICAGO, IL
Phone1-866-318-4015
NotebookSEC #801-79855
Total AUM
$16.3B
Employees
24
Clients
4,876

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 AM - 5:00 PM
Monday - Friday
Phone
1-866-318-4015
Other Offices
1

ReceiptFinancials

Total AUM
$16.3B
Accounts
4,876
Discretionary
$16.3B
Accounts
4,876
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
420
AUM
$2.1B
Pension/Profit Sharing Plan Clients
4,391
AUM
$13.9B
Government Entity Clients
65
AUM
$318.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INTERACTIVE INTERNET-BASED ASSET ALLOCATION MODELS & MUTUAL FUNDS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

Feature requires an account