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 1 offices throughout the country.

ENVOY ADVISORY INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $451,108,851 assets under management, offering retirement planning & investment advisory services to 2100 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306559
SEC#	801-117870
Assets Managed by Firm	$451,108,851
No. of Clients	2100
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2100	$451,108,851
Individuals (other than high net worth individuals)	1754	$443,014,221
High net worth individuals	5	$5,073,713
Charitable organizations	19	$3,020,917

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