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ENVESTNET RETIREMENT SOLUTIONS, LLC
ENVESTNET RETIREMENT SOLUTIONS, LLC
CHICAGO, Illinois
·
3 registered advisors
·
CRD# 171570
SEC# 801-79855
0
1-866-318-4015
01
Firm Overview
AUM
$14.3B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ENVESTNET RETIREMENT SOLUTIONS, LLC
3 registered advisors
Erik Robert Preus
CHICAGO, Illinois
CRD# 2404788
James Knox Patrick
CHICAGO, Illinois
CRD# 2953507
Sean Seamus Murray
CHICAGO, Illinois
CRD# 2529280
05
Office Locations
CHICAGO, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. ENVESTNET RETIREMENT SOLUTIONS, LLC (CRD# 171570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.