ENVOY ADVISORY INC.
Total AUM
$615M
Employees
23Clients
1,999Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5333 N UNION BLVD
SUITE 200
COLORADO SPRINGS
CO 80918
United States
SUITE 200
COLORADO SPRINGS
CO 80918
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
888-879-1376
Other Offices
1
Financials
Total AUM
$615M
Accounts
1,983Discretionary
$0
Accounts
0Non-Discretionary
$615M
Accounts
1,983
Clients
Individual Clients
1,983AUM
$607.2M
HNW Individual Clients
2AUM
$2.7M
Charitable Organization Clients
14AUM
$5.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVIWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.