Investment adviser · CRD 167052

ENVESTNET RETIREMENT SOLUTIONS

Investment adviser filing (IA)

ERS, INC.

CHICAGO, IL, United States · Form ADV filed May 28, 2014

Regulatory AUM
$235M
Form ADV · Item 5.F
Client accounts
23
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 28, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

35 EAST WACKER DRIVE, SUITE 2400
CHICAGO, IL, 60601, United States

CRD 167052

Filing source

Form ADV 826565 · May 28, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.