ENVESTNET PMC

150 North Riverside Plaza , Suite 2050
Chicago, Illinois 60606
Tel: 312-827-2800

About ENVESTNET PMC

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 $426,071,864,566 assets under management, offering retirement planning & investment advisory services to 1821809 clients. The firm is staffed with 415 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111694
SEC#	801-57260
Assets Managed by Firm	$426,071,864,566
No. of Clients	1821809
No. of Advisors	415

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees
Other (A PERCENTAGE OF ASSETS OR REVENUES UNDER OUR CLIENTS' MANAGEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (OVERLAY PORTFOLIO MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	1821809	$426,071,864,566
Individuals (other than high net worth individuals)	1760091	$314,038,838,903
High net worth individuals	43574	$89,194,403,971
Charitable organizations	3836	$3,952,700,944
Corporations or other businesses	13465	$16,310,874,858

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