ENVESTNET RETIREMENT SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$16,304,055,039
Discretionary
$16,304,055,039
Non-discretionary
$0
Firm details
- CRD number
- 171570
- SEC file number
- 801-79855
- Main office
- BERWYN, PA, United States
- Employees
- 24
- SEC status
- Approved
- Website
- HTTP://WWW.ENVESTNET.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.