Overview
Assets Under Management: $11.4 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 4
Average Client Assets: $1.1 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.27
Average High-Net-Worth Client Assets: $1.1 billion
Total Client Accounts: 16,768
Discretionary Accounts: 16,768
Regulatory Filings
CRD Number: 305277
Filing ID: 2001422
Last Filing Date: 2025-07-01 17:20:00
Website: https://envestnet.com