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Envestnet, Inc.

ShareholderEnvestnet Retirement Solutions, LLC

About Envestnet, Inc.

Envestnet, Inc. is listed as Shareholder at Envestnet Retirement Solutions, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Envestnet Retirement Solutions, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Envestnet, Inc. work?

Envestnet, Inc. is listed as Shareholder at Envestnet Retirement Solutions, LLC on SEC Form ADV.

How much of Envestnet Retirement Solutions, LLC does Envestnet, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Envestnet Retirement Solutions, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2018