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: CHICAGO, Illinois
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 an LLC established as a capital allocator that serves primarily institutional clients. Registered with the SEC in 2014, the firm provides a mix of portfolio management services across client types — individuals and small businesses, pooled investment vehicles, and institutions — and offers pension consulting and selection-of-adviser services. It also operates as an “other financial product salesperson” and maintains relationships across the financial ecosystem, including broker-dealers, insurance companies, and sponsors or general partners of pooled vehicles. The firm charges both percentage-of-AUM and fixed fees for its services. It is not identified as an active ESG investor and is not flagged as a multistate adviser in the provided data.