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⚲
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| Envestnet Retirement Solutions LLC
✚
| |
|---|---|
| CRD # | 171570 |
| SEC # | 801-79855 |
| CIK # | |
| AUM | $14.3 BB (2024-03-28) |
| Employees | 28 (36% Investors, 0% Brokers) |
| Phone | 866-318-4015 |
| Address | One North Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1,767 | 4.8 |
| (g) Pension and profit sharing plans | 4,419 | 9.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 38 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,224 | 14.8 |
| By Discretionary | ||
| Discretionary | 6,224 | 14.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,224 | 14.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.8 | |
| Total | 6,224 | 14.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Yousif Capital Management LLC
✚
|
MI | 15.0 |
|
Fiduciary Management Inc
✚
|
WI | 14.9 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 14.7 |
|
Brown Advisory Ltd
✚
|
14.6 | |
|
Baker Street Advisors LLC
✚
|
CA | 14.5 |
|
Wintrust Investments LLC
✚
|
IL | 14.4 |
|
Nationwide Investment Advisors LLC
✚
|
OH | 14.3 |
|
We Family Offices LLC
✚
|
FL | 13.9 |
|
CSOP Asset Management Limited
✚
|
13.7 | |
|
Integrated Wealth Concepts LLC
✚
|
MA | 13.5 |