January 27, 2015 6:23 AM ET

Capital Markets

Company Overview of Envestnet Asset Management, Inc.

Company Overview

Envestnet Asset Management, Inc. is a privately owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals typically high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, charitable organizations, corporations, and other financial institutions. The firm manages separate client-focused portfolios for its clients. It also manages mutual funds and exchange-traded funds for its clients. The firm invests in the public equity, fixed income, and alternative investments markets of the United States. It primarily makes its alternative investments in hedge f...

35 East Wacker Drive

24th Floor

Chicago, IL 60601

United States

Founded in 1999

Phone:

866-924-8912

Fax:

312-827-2801

Key Executives for Envestnet Asset Management, Inc.

Co-Founder
Age: 57
President
Age: 50
Co-Founder
Age: 50
Co-Founder and Executive Vice President
Co-Founder and Chief Financial Officer
Age: 46
Compensation as of Fiscal Year 2014.

Envestnet Asset Management, Inc. Key Developments

Envestnet Asset Management, Inc. Presents at Morningstar Investment Conference - Chicago 2014, Jun-19-2014 01:40 PM

Envestnet Asset Management, Inc. Presents at Morningstar Investment Conference - Chicago 2014, Jun-19-2014 01:40 PM. Venue: McCormick Place, 2301 South Lake Shore Drive, Chicago, IL 60616, United States. Speakers: Brooks Friederich.

Envestnet Asset Management, Inc. Presents at The 5th Annual FundForum USA, Oct-30-2013 10:00 AM

Envestnet Asset Management, Inc. Presents at The 5th Annual FundForum USA, Oct-30-2013 10:00 AM. Venue: Mandarin Oriental, 776 Boylston Street, Boston, MA 02199, United States. Speakers: Tim Clift, Chief Investment Strategist.

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