ENVESTNET ASSET Overview
Envestnet Asset Management Inc is an investment advisor that manages 62 BN dollars in regulatory AUM and has 1200 employees, of which 58 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 182BN in positions, representing 294% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/21. The fund's latest filing disclosed 182BN in positions, representing 294% of the manager's regulatory AUM.
ENVESTNET ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ENVESTNET ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 5.08% | ETF | 8.9% | -0.01% | 2 | 13% | ||
| ESGU | 2.84% | Financials | 8.76% | 0.1% | 49 | 3% | ||
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FEATURED IN
ENVESTNET ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Judson T. Bergman | Chairman, Ceo And Director | May-2001 |
| Brandon R. Thomas | Chief Investment Officer/Managing Director | September-2001 |
| William C. Crager | President/Managing Director | September-2001 |
| Shelly S. O'Brien | Evp/General Counsel/Secretary | March-2002 |
| Dale J. Seier | Controller | June-2003 |
| Peter H. Darrigo | Chief Financial Officer | June-2008 |
| Scott D. Grinis | Evp/Chief Technology Officer | December-2004 |
| Debra J. Devoe | Svp, Chief Compliance Officer | January-2014 |
| Joshua D. Mayer | Chief Operating Officer | April-2014 |
ENVESTNET ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ENVESTNET ASSET Investment Strategy
ENVESTNET ASSET Portfolio Concentration
ENVESTNET ASSET Location
35 EAST WACKER DRIVE, SUITE 2400
CHICAGO, Illinois
UNITED STATES, 60601-2206
CHICAGO, Illinois
UNITED STATES, 60601-2206
ENVESTNET ASSET Contact Information
Phone Number: 312-827-2800
Fax Number: 312-827-2801
Website: null
Fax Number: 312-827-2801
Website: null
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