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).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
James N. Osborn
CRD#: 5427507
Ridgefield, CT

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
Dorset, VT

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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