Envestnet Portfolio Solutions, Inc.
Envestnet Portfolio Solutions, Inc. (CRD# 109662) is a financial advisory firm headquartered in Chicago, IL. They manage $40,462,991,712 in 178,852 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management40,463MILLION
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Total Number of Accounts178,852ACCOUNTS
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Average Account Value$226,237
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
Kipp Cormier (CRD# 5441996) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.
Debra Devoe (CRD# 2372586) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Chicago, IL and has over 24 years of experience in the finance industry.
Andrew Simonetti (CRD# 2823258) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.
Andrew Stavaridis (CRD# 5217147) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Chicago, IL and has over 24 years of experience in the finance industry.