ENVESTNET PORTFOLIO SOLUTIONS, INC.
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ENVESTNET PORTFOLIO SOLUTIONS, INC.
(CRD# 109662)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Boston, MA.
The SEC approved the firm to operate as an RIA in
Mar 1993.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$17.4 Billion,
with discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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ENVESTNET PORTFOLIO SOLUTIONS, INC.
also reported in
Mar 2019
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671
employees,
all of whom perform advisory functions.
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A total of 5 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ENVESTNET PORTFOLIO SOLUTIONS, INC. has no disclosure events reported to the SEC at this time.
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ENVESTNET PORTFOLIO SOLUTIONS, INC. has Notice Filings with the following State Securities Authorities:
AK-Oct 2000, AL-Feb 2001, AR-Oct 2000, AZ-Oct 2000, CA-Oct 1998
, CO-Oct 2000, CT-Mar 2000, DC-Dec 2000, DE-May 2003, FL-Mar 1999
, GA-Oct 2000, HI-Oct 2000, IA-Oct 2000, ID-Oct 2000, IL-Nov 1999
, IN-Feb 2001, KS-Oct 2000, KY-Dec 2000, LA-Oct 2001, MA-Mar 1994
, MD-Oct 2000, ME-Mar 2000, MI-Feb 2001, MN-Mar 2000, MO-Apr 2000
, MS-Oct 2000, MT-Oct 2000, NC-Feb 2001, ND-Oct 2000, NE-Nov 2000
, NH-Oct 2000, NJ-Oct 2000, NM-Oct 2000, NV-Oct 2000, NY-Oct 2000
, OH-Oct 2000, OK-Feb 2001, OR-Nov 2000, PA-Oct 2000, PR-Oct 2000
, RI-Oct 2000, SC-Oct 2000, SD-Oct 2000, TN-Mar 2000, TX-Mar 1999
, UT-Oct 2000, VA-Jan 2001, VI-Dec 2011, VT-Oct 2000, WA-Oct 2000
, WI-May 2000, WV-Oct 2000
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The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
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SEC. Feel free to contact
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