ENVESTNET RETIREMENT SOLUTIONS, LLC

150 North Riverside Plaza , Suite 2050
Chicago, Illinois 60606
Tel: 1-866-318-4015

About ENVESTNET RETIREMENT SOLUTIONS, LLC

ENVESTNET RETIREMENT SOLUTIONS, LLC, formally registered with the SEC as ENVESTNET RETIREMENT SOLUTIONS, LLC. The firm was established in 04/28/2014. They have over 1 offices throughout the country.

ENVESTNET RETIREMENT SOLUTIONS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $14,312,295,926 assets under management, offering retirement planning & investment advisory services to 4936 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171570
SEC#	801-79855
Assets Managed by Firm	$14,312,295,926
No. of Clients	4936
No. of Advisors	28

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INTERACTIVE INTERNET-BASED ASSET ALLOCATION MODELS & MUTUAL FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4936	$14,312,295,926
Pension and profit sharing plans	3628	$9,950,446,589

More Retirement Planning firms in Chicago, Illinois:

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NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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