Aaron Bauer, financial advisor Chicago IL

Aaron Bauer

CRD Number: 4909474
Current Firm: Envestnet Pmc

Aaron Bauer (CRD# 4909474) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Envestnet Asset Management, Inc. Chicago, IL Apr 2002 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Aaron D. Bauer
Phone Number: 312-827-2800
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    224,723
    MILLIONS
  • Total Number of Accounts
    931,294
    ACCOUNTS
  • Average Account Value
    $241,301
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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