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Envestnet Asset Management, Inc.

● SEC registered since 2000CRD 111694SEC# 801-57260Chicago, IL
Export (members)
Reg. AUM
$53.2M
Employees
394
Accounts
2,021,610
Location
Chicago, IL

Envestnet Asset Management, Inc. assets under management

Envestnet Asset Management, Inc. operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2000. It reports $53.2 million in regulatory assets under management and employs 394 people.
www.envestnet.com/active-passiveView on SEC.gov ↗

Envestnet Asset Management, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Brandon Rockwell Thomas ControlCo-CioUnder 5%2001
Christopher Russell Todd ControlChief Executive OfficerUnder 5%2025
Dana Marie D'Auria ControlCo-CioUnder 5%2020
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Frequently asked questions

How much does Envestnet Asset Management, Inc. manage?

Envestnet Asset Management, Inc. reports $53.2 million in regulatory assets under management on its Form ADV.

How many employees does Envestnet Asset Management, Inc. have?

Envestnet Asset Management, Inc. reports 394 employees.

Where is Envestnet Asset Management, Inc. located?

Envestnet Asset Management, Inc. is based in Chicago, IL and has been SEC-registered since 2000.

Does Envestnet Asset Management, Inc. disclose fund performance?

Envestnet Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 N. Lasalle St., Suite 625, Chicago, IL 60601
Phone312-827-2800
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1407543
Discloses disciplinary historyNo

Assets under management

Discretionary$53.2M
Non-discretionary$0
Total (RAUM)$53.2M