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ENVOY ADVISORY INC.
5333 N Union Blvd
Suite 200
Colorado Springs, Colorado 80918
Tel: 888-879-1376
About ENVOY ADVISORY INC.
ENVOY ADVISORY INC, formally registered with the SEC as ENVOY ADVISORY INC. The firm was established in 12/23/2019. They have over 2 offices throughout the country.
ENVOY ADVISORY INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $383,299,377 assets under management, offering retirement planning & investment advisory services to 2036 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 306559 |
| SEC# | 801-117870 |
| Assets Managed by Firm | $383,299,377 |
| No. of Clients | 2036 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2036 | $383,299,377 |
| Individuals (other than high net worth individuals) | 1595 | $375,299,558 |
| High net worth individuals | 5 | $5,686,247 |
| Charitable organizations | 15 | $2,313,572 |
More Retirement Planning firms in Colorado Springs, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $203,245,721,760 | 6667 | 1061 | |
| $116,213,253,377 | 236022 | 874 | |
| $64,938,342,319 | 89 | 78 | |
| $63,514,278,950 | 136 | 59 | |
| $54,431,410,714 | 101 | 260 |
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