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Michael Hoffer Featherman

Investment adviser representative at Envestnet Pmc
19 yearsExperience
2 statesRegistered in
CFADesignation
$614.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsSubscriptionFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Envestnet PmcOct 2007 to now
  2. Envestnet Asset Management, Inc.Sep 2007 to now
  3. Portfolio Brokerage Services, Inc.Sep 2007 to Dec 2019

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (CO, IL).

Envestnet Pmc

Legal name: Envestnet Asset Management, Inc.

$614.9BAssets managed
2,241,364Clients
57Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4502335
Firm CRD
111694
Advisor's SEC record (opens in a new tab)
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