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 09/30/16. The fund's latest filing disclosed 26BN in positions, representing 41% of the manager's regulatory AUM.

ENVESTNET ASSET StockAlpha

-3.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ENVESTNET ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 3.84% ETF -1.15% -0.19% 4 8%
IVV 3.27% ETF 3.82% -0% 1 9%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

ENVESTNET ASSET Contact Information

Phone Number: 312-827-2800
Fax Number: 312-827-2801
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B