Allan
Avena
Envestnet Pmc
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About this Advisor
Allan Avena is a financial advisor based in Glendale, California with 5 years of relevant experience. Avena works at Envestnet Pmc. Their career trajectory has included roles at Envestnet Asset Management, Inc and National Planning Corporation. Avena maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Envestnet Pmc is a registered investment firm operating out of Chicago, IL. The company has offices in two locations and a total of 479 advisors. It has $347 billion in total assets across its 1,713,518 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 3,253 charitable organizations. Of its 1,713,518 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. Envestnet Pmc performs a number of services, including 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 charged by financial advisors usually are based on which service is offered. Fees billed by Envestnet Pmc may include 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
Allan Avena Work History
Allan has been registered as a financial advisor for 5 years.*
Envestnet Asset Management, Inc
National Planning Corporation
*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 Allan Avena 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
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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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