Envestnet Pmc

Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $224,722,632,103 in 931,294 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    224,723
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Envestnet Pmc
Showing 21 - 30 of 51 top financial advisors.
21
Nathan L. Johnson
CRD#: 5859372
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Nathan Johnson (CRD# 5859372) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 10 years of experience in the finance industry.

22
Blake C. Kannady
CRD#: 5039501
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Blake Kannady (CRD# 5039501) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 15 years of experience in the finance industry.

23
Alan R. Kreuzberger
CRD#: 5772096
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Alan Kreuzberger (CRD# 5772096) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 10 years of experience in the finance industry.

24
Malcolm K. Leslie
CRD#: 4171818
Castle Rock, CO

Malcolm Leslie (CRD# 4171818) is an Investment Advisor Representative working at Envestnet Pmc in Castle Rock, CO and has over 20 years of experience in the finance industry.

25
Alicia K. Malik
CRD#: 5102392
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Alicia Malik (CRD# 5102392) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 13 years of experience in the finance industry.

26
Brian P. Mallen
CRD#: 6062480
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Brian Mallen (CRD# 6062480) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 8 years of experience in the finance industry.

27
Rachel B. Mandeix
CRD#: 5971656
75 State Street, 6th Floor, Boston, MA 02109

Rachel Mandeix (CRD# 5971656) is an Investment Advisor Representative working at Envestnet Pmc in Boston, MA and has over 8 years of experience in the finance industry.

28
Janet L. Mariconti- Shabman
CRD#: 1240571
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Janet Mariconti- Shabman (CRD# 1240571) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 34 years of experience in the finance industry.

29
Iain E. McEwan
CRD#: 4596207
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Iain McEwan (CRD# 4596207) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 17 years of experience in the finance industry.

30
James B. McGlynn
CRD#: 5007453
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

James McGlynn (CRD# 5007453) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 8 years of experience in the finance industry.

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