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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $6.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 49K
      Accounts
    • $137.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

5

name start date
Trevor R Siani
August 2017
David Arthur Chandler
August 2011
Robert Francis Mehringer
April 2013
David Walter Curtis
August 2013
Steven James Dunlap
May 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Envestnet Portfolio Solutions, Inc. IAR $17,363,157,790
    Envestnet Retirement Solutions, LLC IAR $10,509,036,089
    Envestnet | Pmc IAR $126,484,392,560
    Portfolio Brokerage Services, Inc. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Judson T Bergman Chief Executive Officer And Director January, 2018 less than 5%
      William C. Crager President January, 2018 less than 5%
      Brandon Rockwell Thomas Chief Investment Officer January, 2018 less than 5%
      Shelly S O'Brien Chief Legal Officer, General Counsel, Secretary January, 2018 less than 5%
      Peter H Darrigo Chief Financial Officer January, 2018 less than 5%
      Joshua David Mayer Chief Operating Officer January, 2018 less than 5%
      Bradley Thomas Larson Chief Compliance Officer October, 2018 less than 5%
      Scott David Grinis Chief Technology Officer January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees