ENVOY ADVISORY INC.

CRD 306559 · SEC 801-117870

Visit website

5333 N UNION BLVD, SUITE 200, COLORADO SPRINGS, CO, 80918, United States

Phone

888-879-1376

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$615.0M

Discretionary AUM

Team

23 total employees; 12 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	1983	$607.2M
High net worth individuals	2	$2.7M
Charitable organizations	14	$5.1M

States served

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

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/ENVOY-FINANCIAL/
HTTP://ENVOYFINANCIAL.COM/
HTTPS://TWITTER.COM/ENVOYFINANCIAL
HTTPS://WWW.FACEBOOK.COM/ENVOYFINANCIAL/

Official SEC filing: View on IAPD