|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Envestnet Portfolio Solutions Inc
✚
|
|
|---|---|
| CRD # | 109662 |
| SEC # | 801-43579 |
| CIK # | 0001998033 |
| AUM | $29.3 B (2025-07-01) |
| Employees | 394 (47% Investors, 1% Brokers) |
| Phone | 312-827-2800 |
| Address | 222 N LaSalle St, Suite 625 Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125,649 | 23.2 |
| (b) Individuals (high net worth individuals) | 3,327 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 539 | 0.4 |
| (n) Other | 71 | 0.1 |
| Total | 129,586 | 29.3 |
| By Discretionary | ||
| Discretionary | 129,586 | 29.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 129,586 | 29.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.3 | |
| Total | 129,586 | 29.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001998033] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clark Capital Management Group Inc
✚
|
PA | 30.6 |
|
T Rowe Price Japan Inc
✚
|
29.9 | |
|
Wasatch Advisors LP
✚
|
UT | 27.9 |
|
Alera Group Inc
✚
|
MN | 27.8 |
|
Prudent Man Advisors LLC
✚
|
IL | 27.8 |
|
Tidal Investments LLC
✚
|
WI | 27.3 |
|
Ameritas Investment Partners Inc
✚
|
NE | 27.2 |
|
Brandes Investment Partners LP
✚
|
CA | 26.7 |
|
SmartX Advisory Solutions LLC
✚
|
FL | 26.5 |
|
PNC Investments LLC
✚
|
PA | 26.5 |