ENVESTNET ASSET MANAGEMENT, INC.

Company Details

Entity Name:	ENVESTNET ASSET MANAGEMENT, INC.
Jurisdiction:	FLORIDA
Filing Type:	Foreign Profit Corporation
Status:	Active
Date Filed:	02 Feb 2018 (7 years ago)
Document Number:	F18000000555
FEI/EIN Number	36-4319587
Address:	1 North Wacker Dr., Suite 1925, Chicago, IL 60606
Mail Address:	1 North Wacker Dr., Suite 1925, Chicago, IL 60606
Place of Formation:	DELAWARE

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

Chief Compliance Officer

Name	Role	Address
DeVoe, Debra	Chief Compliance Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Chief Human Resources Officer

Name	Role	Address
Rosenthal, Sharon	Chief Human Resources Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Co

Name	Role	Address
Thomas, Brandon	Co	1 North Wacker Dr., Suite 1925 Chicago, IL 60606
D'Auria, Dana	Co	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Chief Investment Officer

Name	Role	Address
Thomas, Brandon	Chief Investment Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606
D'Auria, Dana	Chief Investment Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Director

Name	Role	Address
Crager, Bill	Director	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Chief Technology Officer

Name	Role	Address
Coppola, Robert	Chief Technology Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Group President Envestnet Solutions

Name	Role	Address
D'Auria, Dana	Group President Envestnet Solutions	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Executive Vice President

Name	Role	Address
Sipp, Thomas	Executive Vice President	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Business Lines

Name	Role	Address
Sipp, Thomas	Business Lines	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Deputy General Counsel

Name	Role	Address
Marr, Patrick	Deputy General Counsel	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

President

Name	Role	Address
Crager, Bill	President	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Chief Executive Officer

Name	Role	Address
Crager, Bill	Chief Executive Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Head of Tax

Name	Role	Address
Lundrigan, Lori	Head of Tax	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Vice President

Name	Role	Address
Lundrigan, Lori	Vice President	1 North Wacker Dr., Suite 1925 Chicago, IL 60606
Cooper, Barry	Vice President	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Chief Legal Officer

Name	Role	Address
O'Brien, Shelly	Chief Legal Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

General Counsel

Name	Role	Address
O'Brien, Shelly	General Counsel	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Secretary

Name	Role	Address
O'Brien, Shelly	Secretary	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Head of Accounting Management

Name	Role	Address
Cooper, Barry	Head of Accounting Management	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Assistant Secretary

Name	Role	Address
Marr, Patrick	Assistant Secretary	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Chief Financial Officer

Name	Role	Address
Warren, Josh	Chief Financial Officer	1 North Wacker Dr., Suite 1925 Chicago, IL 60606

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2024-04-05	1 North Wacker Dr., Suite 1925, Chicago, IL 60606	No data
CHANGE OF MAILING ADDRESS	2024-04-05	1 North Wacker Dr., Suite 1925, Chicago, IL 60606	No data

Documents

Name	Date
ANNUAL REPORT	2024-04-05
AMENDED ANNUAL REPORT	2023-05-31
ANNUAL REPORT	2023-02-25
ANNUAL REPORT	2022-03-29
ANNUAL REPORT	2021-04-24
ANNUAL REPORT	2020-05-29
ANNUAL REPORT	2019-03-22
Foreign Profit	2018-02-02

Date of last update: 18 Jan 2025

Sources: Florida Department of State