Envestnet Pmc
Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $426,071,864,566 in 1,821,809 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management426,072MILLION
-
Total Number of Accounts1,821,809ACCOUNTS
-
Average Account Value$233,873
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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
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
Rachel Mandeix (CRD# 5971656) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 11 years of experience in the finance industry.
Janet Mariconti- Shabman (CRD# 1240571) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 37 years of experience in the finance industry.
Iain McEwan (CRD# 4596207) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 20 years of experience in the finance industry.
Megan Mead (CRD# 5320688) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 16 years of experience in the finance industry.
Steven Misheikis (CRD# 5651080) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 14 years of experience in the finance industry.
Catherine Park (CRD# 5282858) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 8 years of experience in the finance industry.
Michael Pescatore (CRD# 2765436) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 27 years of experience in the finance industry.
Landon Portner (CRD# 6012413) is an Investment Advisor Representative working at Envestnet Pmc in Raleigh, NC and has over 12 years of experience in the finance industry.
Todd Rais (CRD# 5800917) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 13 years of experience in the finance industry.
Catherine Reese (CRD# 2006207) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 23 years of experience in the finance industry.