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Building 2ENVOY ADVISORY INC.

Map pinCOLORADO SPRINGS, CO
Phone888-879-1376
NotebookSEC #801-117870
Total AUM
$615M
Employees
23
Clients
1,999

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5333 N UNION BLVD
SUITE 200
COLORADO SPRINGS
CO 80918
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
888-879-1376
Other Offices
1

ReceiptFinancials

Total AUM
$615M
Accounts
1,983
Discretionary
$0
Accounts
0
Non-Discretionary
$615M
Accounts
1,983

ContactClients

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Individual Clients
1,983
AUM
$607.2M
HNW Individual Clients
2
AUM
$2.7M
Charitable Organization Clients
14
AUM
$5.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVIWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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