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Investment Asset Management, Inc. 35 East Wacker Drive, Suite 2400 Chicago, IL 60601 3128272800www.envestnet.com March 31, 2017This Brochure provides information about the qualifications and business
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Envestnet Asset Management Inc is a wealth management software and services company.
Financial institutions and investment advisors who use Envestnet's services may be required to file Envestnet Asset Management Inc.
To fill out Envestnet Asset Management Inc, one must provide detailed information about their assets and investments managed through Envestnet's platform.
The purpose of Envestnet Asset Management Inc is to report the assets and investments managed through Envestnet's platform for regulatory and compliance purposes.
Information such as detailed asset allocations, investment performance, and any changes in investment strategies must be reported on Envestnet Asset Management Inc.
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