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ENVESTNET PMC

One North Wacker Drive, Suite 1925
Chicago, Illinois 60606
Tel: 312-827-2800

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#111694
SEC#801-57260
Assets Managed by Firm$346,833,814,021
No. of Clients1713518
No. of Advisors479

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
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total1713518$346,833,814,021
Individuals (other than high net worth individuals)1653642$243,904,668,408
High net worth individuals42277$84,674,077,118
Charitable organizations3253$2,848,746,764
Corporations or other businesses13484$13,508,288,860

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