One North Wacker Drive, Suite 1925
Chicago, Illinois 60606
Tel: 312-827-2800
ENVESTNET PMC, formally registered with the SEC as ENVESTNET PMC. The firm was established in 02/10/2000. They have over 3 offices throughout the country.
ENVESTNET PMC is a Chicago, Illinois based Financial Planning firm with nearly $346,833,814,021 assets under management, offering retirement planning & investment advisory services to 1713518 clients. The firm is staffed with 479 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111694 |
SEC# | 801-57260 |
Assets Managed by Firm | $346,833,814,021 |
No. of Clients | 1713518 |
No. of Advisors | 479 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1713518 | $346,833,814,021 |
Individuals (other than high net worth individuals) | 1653642 | $243,904,668,408 |
High net worth individuals | 42277 | $84,674,077,118 |
Charitable organizations | 3253 | $2,848,746,764 |
Corporations or other businesses | 13484 | $13,508,288,860 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 | |
$190,452,000,000 | 3143 | 637 |
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