Envestnet Portfolio Solutions, Inc.
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 109662
- Registered since
- March 25, 1993
- Website
- www.envestnet.com
- Custodians
- U.S. BANCORP INVESTMENTS, INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals73.25%
- HNWI25.13%
- Corporations / Businesses1.61%
- Other0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Envestnet Portfolio Solutions, Inc. is a corporation that has been SEC-registered since 1993 and operates as a non-independent retail RIA. Its client base spans individuals and families as well as institutional relationships. The firm offers portfolio management for individual/small business clients and for business or institutional clients, and it also performs selection of other advisers. It lists multiple fee arrangements, including percentage-of-AUM, subscription and fixed fees, and other fee types. Envestnet Portfolio Solutions identifies as an active ESG investor and is also registered to engage in other financial product sales and related industry activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
3 of 7
Dana D'auria
President, Co‑CIOCRD 5870286
Andrew Stavaridis
Chief Relationship OfficerCRD 5217147
Debra Devoe
Chief Compliance OfficerCRD 2372586
Contacts
2 of 2
Kipp Cormier
Director, PrincipalCRD 5441996
Kathryn Evans
Senior Vice PresidentCRD 2788543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 696Active vs passive
$19.6B in ETFs
65%
$12.7B
26%
$6.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.5B | 2,008,278 | 7.66% |
Location
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1000 Chesterbrook Blvd
- Time zone
- ET (UTC-5)
- Office locations
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