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Envestnet Portfolio Solutions, Inc.

● SEC registered since 1993CRD 109662SEC# 801-43579Chicago, IL
Export (members)
Reg. AUM
$29.34B
Employees
394
Accounts
129,586
Location
Chicago, IL

Envestnet Portfolio Solutions, Inc. assets under management

Envestnet Portfolio Solutions, Inc. operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1993. It reports $29.3 billion in regulatory assets under management and employs 394 people.
vimeo.com/envestnetView on SEC.gov ↗

Envestnet Portfolio Solutions, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Brandon Rockwell Thomas ControlCo-CioUnder 5%2011
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 Portfolio Solutions, Inc. manage?

Envestnet Portfolio Solutions, Inc. reports $29.3 billion in regulatory assets under management on its Form ADV.

How many employees does Envestnet Portfolio Solutions, Inc. have?

Envestnet Portfolio Solutions, Inc. reports 394 employees.

Where is Envestnet Portfolio Solutions, Inc. located?

Envestnet Portfolio Solutions, Inc. is based in Chicago, IL and has been SEC-registered since 1993.

Does Envestnet Portfolio Solutions, Inc. disclose fund performance?

Envestnet Portfolio Solutions, 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)
CIK1998033
Discloses disciplinary historyNo

Assets under management

Discretionary$29.34B
Non-discretionary$0
Total (RAUM)$29.34B