|
⚲
|
| Envoy Advisory Inc
✚
| |
|---|---|
| CRD # | 306559 |
| SEC # | 801-117870 |
| CIK # | |
| AUM | $451.1 MM (2024-03-14) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Phone | 888-879-1376 |
| Address | 5333 N Union Blvd Colorado Springs, CO 80918 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,754 | 443.0 |
| (b) Individuals (high net worth individuals) | 5 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 19 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,100 | 451.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,100 | 451.1 |
| Total | 2,100 | 451.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 451.1 | |
| Total | 2,100 | 451.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wooster Corthell Wealth Management Inc
✚
|
CT | 0.5 |
|
Bridge Advisory LLC
✚
|
CA | 0.5 |
|
Westchester Capital Management Inc
✚
|
NE | 0.5 |
|
Boston Standard Wealth Management LLC
✚
|
MA | 0.5 |
|
Diversified Financial Advisors LLC
✚
|
MO | 0.5 |
|
Hamilton Wealth LLC
✚
|
CA | 0.5 |
|
Phraction Management LLC
✚
|
CT | 0.5 |
|
Litvak Wealth LLC
✚
|
CT | 0.4 |
|
Fairfield Bush & Co
✚
|
CT | 0.4 |
|
Marin Financial Advisors LLC
✚
|
CA | 0.4 |