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Building 2ENVOY ADVISORY, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-268-2711
NotebookSEC #801-72377
Total AUM
$280.1M
Employees
10
Clients
1,737

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4194 ROYAL PINE DRIVE
COLORADO SPRINGS
CO 80920
United States
Operating Hours
8-5PM MST
Monday - Friday
Phone
719-268-2711

ReceiptFinancials

Total AUM
$280.1M
Accounts
1,737
Discretionary
$0
Accounts
0
Non-Discretionary
$280.1M
Accounts
1,737

ContactClients

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Individual Clients
1,527
AUM
$44.5M
Charitable Organization Clients
210
AUM
$235.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVIWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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