Envestnet Asset Management Inc
Legal Name: ENVESTNET ASSET MANAGEMENT, INC.
Full Contact Details
Envestnet Asset Management Inc
35 EAST WACKER DRIVE, SUITE 2400, CHICAGO, IL
312-827-2800
312-621-7089
Other Info
Envestnet Asset Management Inc, legally known as ENVESTNET ASSET MANAGEMENT, INC. is a Delaware corporation with 671 employees, all of whom hold advisory roles. It is unclear how many clients the firm serves, but their most recent SEC status is listed as approved with a registration date of February 10, 2000.
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Envestnet – Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
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Direct Owners
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BRANDON ROCKWELL THOMAS
CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR owns less than 5%
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DALE JOSEPH SEIER
CONTROLLER owns less than 5%
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DEBRA JANE DEVOE
SVP, CHIEF COMPLIANCE OFFICER owns less than 5%
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ENVESTNET, INC.
SHAREHOLDER owns 75% or more
-
JOSHUA DAVID MAYER
CHIEF OPERATING OFFICER owns less than 5%
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JUDSON T BERGMAN
CHAIRMAN, CEO AND DIRECTOR owns less than 5%
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PETER H DARRIGO
CHIEF FINANCIAL OFFICER owns less than 5%
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SCOTT DAVID GRINIS
EVP/CHIEF TECHNOLOGY OFFICER owns less than 5%
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SHELLY S O'BRIEN
EVP/GENERAL COUNSEL/SECRETARY owns less than 5%
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WILLIAM C. CRAGER
PRESIDENT/MANAGING DIRECTOR owns less than 5%
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