Allan
Avena
Envestnet Pmc
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About this Advisor
Allan Avena is a financial advisor based in Glendale, California, working with Envestnet Pmc. Allan has previously held positions at Envestnet Asset Management, Inc and National Planning Corporation. Allan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Allan is part of Envestnet Pmc, which operates out of Glendale, California. The firm has 2 offices and 415 employees. The firm manages assets totaling $426.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Envestnet Pmc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Envestnet Pmc Brokerage Details
$426,071,864,566
415
1,821,809
$233,873
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Allan Avena Work History
Envestnet Asset Management, Inc
National Planning Corporation
Disclosures
Please visit the SEC profile of Allan Avena to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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