Brian
Mallen
Envestnet Pmc
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About this Advisor
Brian Mallen is a financial advisor working in Chicago, Illinois, with 10 years of industry experience. Mallen is on the advisory team at Envestnet Pmc. Over the course of their career, Mallen has held roles at Portfolio Brokerage Services, Inc and Envestnet Asset Management, Inc. Mallen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Envestnet Pmc is a financial advisory business that has its headquarters in Chicago, IL. The company has offices in two locations and a total of 479 financial advisors. It administers $347 billion in total assets among its 1,713,518 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 3,253 charities and foundations. Of its 1,713,518 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as 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. Fees for financial management typically are based on which services are offered. However, fee types charged by Envestnet Pmc can consist of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Envestnet Pmc Brokerage Details
$346,833,814,021
479
1,713,518
$202,410
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
Brian Mallen Work History
Brian has been registered as a financial advisor for 10 years.*
Envestnet Asset Management, Inc
Portfolio Brokerage Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Mallen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Envestnet Pmc
Chicago, IL
Chicago, IL
Berwyn, PA
Seattle, WA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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