Investment adviser · CRD 157461
ENVOY ADVISORY, INC.
Investment adviser filing (IA)
COLORADO SPRINGS, CO, United States · Form ADV filed Dec 12, 2019
- Regulatory AUM
- $280M Form ADV · Item 5.F
- Client accounts
- 1,737 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 210 | $235,586,020 | 84.1% |
| Individuals | 1,527 | $44,473,634 | 15.9% |
Filing source
Form ADV 1362163 · Dec 12, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 12, 2019. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4194 ROYAL PINE DRIVECOLORADO SPRINGS, CO, 80920, United States
CRD 157461
Filing source
Form ADV 1362163 · Dec 12, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.