Envestnet Retirement Solutions, LLC
Envestnet Retirement Solutions, LLC (CRD# 171570) is a financial advisory firm headquartered in Chicago, IL. They manage $14,312,295,926 in 4,936 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management14,312MILLION
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Total Number of Accounts4,936ACCOUNTS
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Average Account Value$2,899,574
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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
Sarah Abernathy (CRD# 7791908) is an Investment Advisor Representative working at Envestnet Retirement Solutions, LLC in Ottumwa, IA and has 1 year of experience in the finance industry.
Erik Preus (CRD# 2404788) is an Investment Advisor Representative working at Envestnet Retirement Solutions, LLC in Chicago, IL and has over 30 years of experience in the finance industry.