Envest Asset Management, LLC
Envest Asset Management, LLC (CRD# 293134) is a financial advisory firm headquartered in Georgetown, CT. They manage $47,876,699 in 110 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts110ACCOUNTS
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Average Account Value$435,243
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, NY, PA, TX, VT
Financial Advisors at Envest Asset Management, LLC
1
James Osborn (CRD# 5427507) is an Investment Advisor Representative working at Envest Asset Management, LLC in Ridgefield, CT and has over 16 years of experience in the finance industry.
2
Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Envest Asset Management, LLC in Dorset, VT and has over 2 years of experience in the finance industry.
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