Envestnet Advisory Corp. (Chicago)
Envestnet Advisory Corp. is a large advisory firm based in Chicago. It manages $41 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 15 other states.
Envestnet Advisory Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Envestnet Advisory Corp: assets under management
The assets under management (AUM) of Envestnet Advisory Corp. is $41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Envestnet Advisory Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Envestnet Advisory Corp.
John Robert Merrell has been acting as President since 1 Sep 2001. Stephen Patrick Lavey joined the executive team most recently as the Vice President, Cfo, Treasurer, Managing Director And Director.
Direct owners and executive officers
Based in Chicago
The principal office where Envestnet Advisory Corp. performs its advisory services is located at 35 East Wacker Drive, Ste. 1600, Chicago, IL 60601 2206, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-827-2800 or by fax 312-827-2801. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.envestnet.com.
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