Kathryn Michele Evans
Chief Operations OfficerEnvestnet Asset Management, Inc.CRD 2788543
About Kathryn Michele Evans
Kathryn Michele Evans is listed as Chief Operations Officer at Envestnet Asset Management, Inc. in Berwyn, PA. Form ADV reports a beneficial ownership band of Under 5%. Kathryn Michele Evans is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Envestnet Asset Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathryn Michele Evans work?
Kathryn Michele Evans is listed as Chief Operations Officer at Envestnet Asset Management, Inc. on SEC Form ADV.
How much of Envestnet Asset Management, Inc. does Kathryn Michele Evans own?
Form ADV reports a beneficial ownership band of Under 5%.
Envestnet Asset Management, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Envestnet Portfolio Solutions, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fdx Advisors, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Envestnet Retirement Solutions, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Qrg Capital Management, Inc.
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |