ENVESTNET PORTFOLIO SOLUTIONS, INC.

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

About ENVESTNET PORTFOLIO SOLUTIONS, INC.

ENVESTNET PORTFOLIO SOLUTIONS, INC, formally registered with the SEC as ENVESTNET PORTFOLIO SOLUTIONS, INC. The firm was established in 03/25/1993. They have over 3 offices throughout the country.

ENVESTNET PORTFOLIO SOLUTIONS, INC. is a Chicago, Illinois based Financial Planning firm with nearly $40,462,991,712 assets under management, offering retirement planning & investment advisory services to 178852 clients. The firm is staffed with 415 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109662
SEC#	801-43579
Assets Managed by Firm	$40,462,991,712
No. of Clients	178852
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 businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	178852	$40,462,991,712
Individuals (other than high net worth individuals)	172112	$28,061,145,530
High net worth individuals	3746	$7,709,536,393
Charitable organizations	460	$1,531,185,275
Corporations or other businesses	2344	$3,073,015,245

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