AA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B
Fee Structure
Minimum Investment:$250K
This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.
Areas of Practice
Investment Management
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Advisor Information
Office location
Glendale, CA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Envestnet Pmc
August 2018 - Present · 7 yrs 5 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
August 2006 - March 2018 · 11 yrs 7 mos
National Planning CorporationBroker
August 2006 - March 2018 · 11 yrs 7 mos
Transamerica Financial Advisors, INC.
March 2004 - August 2006 · 2 yrs 5 mos
Transamerica Financial Advisors, INC.Broker
September 1999 - August 2006 · 6 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
March 1997 - May 1999 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.