Envestnet Portfolio Solutions Inc

フルコンタクト詳細

Envestnet Portfolio Solutions Inc

75 STATE ST, 6TH FLOOR, BOSTON, MA

866-924-8912

312-621-7089

他の情報

エンベストネット・ポートフォリオ・ソリューションズ社は、デラウェア州に登記された企業で、全従業員671名が顧問的な役割を果たしています。同社の顧客層については非公開です。SECの記録によると、同社は1993年3月25日に承認されました。

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Envestnet – Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

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直接の所有者

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