Envestnet Pmc
Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $426,071,864,566 in 1,821,809 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management426,072MILLION
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Total Number of Accounts1,821,809ACCOUNTS
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Average Account Value$233,873
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
Registered Investment Advisor
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
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