Overview
Assets Under Management: $29.3 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 187
Average Client Assets: $124 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.06
Average High-Net-Worth Client Assets: $124 million
Total Client Accounts: 129,586
Discretionary Accounts: 129,586
Regulatory Filings
CRD Number: 109662
Filing ID: 2001410
Last Filing Date: 2025-07-01 17:03:00
Website: https://envestnet.com