ENVESTNET PORTFOLIO SOLUTIONS, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 109662
- Registered since
- March 25, 1993
- Website
- www.envestnet.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals73.25%
- HNWI25.13%
- Corporations / Businesses1.61%
- Other0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Envestnet Portfolio Solutions, Inc. is a corporate RIA-type platform that has been SEC-registered since 1993. It positions itself as a multi-client portfolio manager and adviser-of-advisers, providing portfolio management for individuals, small businesses and institutional clients and the selection of third‑party advisers. The firm also operates as a distributor of other financial products and reports an active ESG investing stance. Its fee arrangements include percentage-of-AUM, subscription and fixed fees, plus other fee structures. Industry affiliations noted in regulatory filings include broker‑dealer relationships, insurance company links, commodity pool/CTA activity, and roles as sponsor/GP/managing member of pooled investment 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 Funds86%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
3 of 6DEBRA DEVOE
Chief Compliance OfficerCRD 2372586
CHRISTOPHER TODD
Chief Executive OfficerCRD 2275948
SHELLY O'BRIEN
Chief Legal OfficerCRD 4520223
Contacts
3 of 4ANDREW SIMONETTI
VP, Relationship ManagerCRD 2823258
KATHRYN EVANS
Senior Vice PresidentCRD 2788543
ANDREW STAVARIDIS
Executive Manager DirectorCRD 5217147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 636Active vs passive
$17.1B in ETFs
69%
$11.7B
26%
$5.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $1.2B | 4,738,488 | 6.88% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 222 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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