Envestnet Retirement Solutions, LLC

RIASEC RegisteredEst. 2014

Total AUM

$16.3B

Discretionary

$16.3B

100% of AUM

Avg account

$3.3M

Accounts

4,876

Employees

Advisory reps

Firm details

Headquarters: Berwyn, Pennsylvania
CRD number: 171570
Registered since: April 28, 2014
Website: www.envestnet.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans85.17%
Pooled Investment Vehicles12.87%
State / Municipal Government1.95%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Envestnet Retirement Solutions, LLC is a privately held limited liability company that acts as a capital allocator for institutional clients. The firm is SEC-registered (since 2014) and combines fee structures that include both percentage-of-AUM and fixed fees. Its stated business activities include acting as an other financial product salesperson and providing portfolio management across a range of client types: individuals and small businesses, pooled investment vehicles, and institutions or businesses. The firm also engages in selection of other advisers and provides services tied to pooled vehicles. Envestnet Retirement Solutions is not identified as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.