$45.8M Total AUM
$44.2M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2018
- Office Locations
- 2
Office Locations
-- Dorset VT
-- Ridgefield CT
About Envest Asset Management, LLC
Envest Asset Management is a Connecticut-based, Certified B Corp advisory firm providing investment management and financial planning, including business retirement plan services. The team builds portfolios aligned with clients’ personal values, with ESG/SRI-oriented options and select alternative investments, using vehicles such as mutual funds and ETFs. Custody includes Schwab and Altruist.
Team overview
-- AVG AGE
$22.9M AVG AUM / ADVISOR
$610.8K AVG AUM / CLIENT
6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
JAMES NATHAN OSBORN JR
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5427507
- Ownership
- 75% or more
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K
Karen Ogden
Partner
- CRD
- #4844105
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,196,540 | -- |
| Non-Discretionary | $1,611,624 | -- |
| Total | $45,808,164 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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