Envoy Advisory Inc.
Envoy Advisory Inc. (CRD# 306559) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $451,108,851 in 2,100 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management451MILLION
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Total Number of Accounts2,100ACCOUNTS
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Average Account Value$214,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
Bruce Bruinsma (CRD# 1679271) is an Investment Advisor Representative working at Envoy Advisory Inc. in Pasadena, CA and has over 36 years of experience in the finance industry.
James Hanley (CRD# 2923685) is an Investment Advisor Representative working at Envoy Advisory Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.
Kianpin Lau (CRD# 7622603) is an Investment Advisor Representative working at Envoy Advisory Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.
Jesusislord Nwadiuko (CRD# 7525284) is an Investment Advisor Representative working at Envoy Advisory Inc. in Colorado Springs, CO and has over 2 years of experience in the finance industry.
Jonathan Wei (CRD# 7665148) is an Investment Advisor Representative working at Envoy Advisory Inc. in Aurora, CO and has 1 year of experience in the finance industry.