Envestnet Pmc

Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $346,833,814,021 in 1,713,518 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    346,834
    MILLION
  • Total Number of Accounts
    1,713,518
    ACCOUNTS
  • Average Account Value
    $202,410
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Envestnet Pmc
Showing 1 - 10 of 44 top financial advisors.
1
Allan R. Avena
CRD#: 2586030
Glendale, CA

Allan Avena (CRD# 2586030) is an Investment Advisor Representative working at Envestnet Pmc in Glendale, CA and has over 27 years of experience in the finance industry.

2
Aaron D. Bauer
CRD#: 4909474
35 E. Wacker Dr., Suite 1600, Chicago, IL 60601

Aaron Bauer (CRD# 4909474) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 18 years of experience in the finance industry.

3
Andre C. Behrmann
CRD#: 2400058
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Andre Behrmann (CRD# 2400058) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 27 years of experience in the finance industry.

4
Calvin D. Bryant
CRD#: 3270582
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Calvin Bryant (CRD# 3270582) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 24 years of experience in the finance industry.

5
Russell C. Colburn
CRD#: 5369387
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Russell Colburn (CRD# 5369387) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 10 years of experience in the finance industry.

6
Dana M. D'auria
CRD#: 5870286
South Glastonbury, CT

Dana D'auria (CRD# 5870286) is an Investment Advisor Representative working at Envestnet Pmc in South Glastonbury, CT and has 1 year of experience in the finance industry.

7
Denise M. Diana
CRD#: 4147113
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Denise Diana (CRD# 4147113) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 23 years of experience in the finance industry.

8
Michael J. Dreveny
CRD#: 6230698
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Michael Dreveny (CRD# 6230698) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 10 years of experience in the finance industry.

9
Matthew A. Erickson
CRD#: 4291269
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Matthew Erickson (CRD# 4291269) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 23 years of experience in the finance industry.

10
Michael H. Featherman
CRD#: 4502335
One North Wacker Drive, Suite 1925, Chicago, IL 60606

Michael Featherman (CRD# 4502335) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 21 years of experience in the finance industry.

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