Envestnet Portfolio Solutions Inc

Full Contact Details

Envestnet Portfolio Solutions Inc

75 STATE ST, 6TH FLOOR, BOSTON, MA

866-924-8912

312-621-7089

Other Info

Envestnet Portfolio Solutions Inc, a Delaware corporation, has a total of 671 employees, all of whom serve in advisory roles. The firm's clientele is undisclosed. As per SEC records, the firm's registration was approved on March 25, 1993.

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Direct Owners

BRANDON ROCKWELL THOMAS
CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR owns less than 5%
DALE JOSEPH SEIER
CONTROLLER owns less than 5%
DEBRA JANE DEVOE
SVP, CHIEF COMPLIANCE OFFICER owns less than 5%
ENVESTNET, INC.
SHAREHOLDER owns 75% or more
JOSHUA DAVID MAYER
CHIEF OPERATING OFFICER owns less than 5%
JUDSON T BERGMAN
CHAIRMAN, CEO AND DIRECTOR owns less than 5%
PETER H DARRIGO
CHIEF FINANCIAL OFFICER owns less than 5%
SCOTT DAVID GRINIS
EVP/CHIEF TECHNOLOGY OFFICER owns less than 5%
SHELLY S O'BRIEN
EVP/GENERAL COUNSEL/SECRETARY owns less than 5%
WILLIAM C. CRAGER
PRESIDENT/MANAGING DIRECTOR owns less than 5%