Envestnet Pmc
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 111694
- Registered since
- February 10, 2000
- Website
- www.envestnet.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals63.03%
- HNWI31.1%
- Corporations / Businesses3.87%
- Charitable Organizations1.17%
- Investment Companies0.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Envestnet PMC is an independent registered investment adviser and capital allocator that began SEC registration in 2000 and operates as a corporation. The firm serves both individual and family clients as well as institutional investors and offers a mix of fee arrangements (percentage of AUM, subscription, fixed and other fees). Its advisory scope spans portfolio management for individuals, small businesses, institutions and investment companies, pension consulting, selection of sub-advisers, and publication of investment research. The firm is also identified as an active ESG investor and has affiliations across the financial ecosystem, including broker-dealer relationships, insurance company links, and roles as sponsor or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities23%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
3 of 6
Dana D'auria
President, Co‑CIOCRD 5870286
Christopher Todd
Chief Executive OfficerCRD 2275948
Shelly O'brien
Chief Legal OfficerCRD 4520223
Contacts
3 of 55
David Hein
Principal & DirectorCRD 3223202
Robert Vines
Account DirectorCRD 2817704
Steven Misheikis
Client Service RepresentativeCRD 5651080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,552Active vs passive
$294B in ETFs
75%
$221B
18%
$72.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $21.5B | 32,959,643 | 7.33% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1000 Chesterbrook Blvd
- Time zone
- ET (UTC-5)
- Office locations
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