ENVOY ADVISORY, INC.
Total AUM
$280.1M
Employees
10Clients
1,737Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4194 ROYAL PINE DRIVE
COLORADO SPRINGS
CO 80920
United States
COLORADO SPRINGS
CO 80920
United States
Operating Hours
8-5PM MST
Monday - Friday
Monday - Friday
Phone
719-268-2711
Financials
Total AUM
$280.1M
Accounts
1,737Discretionary
$0
Accounts
0Non-Discretionary
$280.1M
Accounts
1,737
Clients
Individual Clients
1,527AUM
$44.5M
Charitable Organization Clients
210AUM
$235.6M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.