Aaron David Bauer

Envestnet Pmc

20 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Envestnet Pmc

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

54 advisors

Number of Clients

2,021,610 clients

Average Client Portfolio

$263K average

Assets Under Management

$532.2B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

35 E. Wacker Dr., Suite 1600, Chicago, IL, 60601

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron is a board member of Ategenos Capital LLC, a Registered Investment Advisor in which Envestnet Inc. has a significant financial interest. He dedicates a few hours per week to representing Envestnet's interests.