Be advised. This firm is no longer registered.

Envoy Advisory, Inc.

Envoy Advisory, Inc. (CRD# 157461) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $280,059,654 in 1,737 accounts and serve the financial needs of clients across 46 states (or territories).

Current Firm Details
4194 Royal Pine Drive, Colorado Springs, CO 80920
http://envoyfinancial.com/
By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    1,737
    ACCOUNTS
  • Average Account Value
    $161,232
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, WA, WI

Financial Advisors at Envoy Advisory, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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