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ENVOY ADVISORY INC.

Tel: 888-879-1376
5333 N Union Blvd
Suite 200
Colorado Springs, Colorado  80918

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ENVOY ADVISORY INC.

ENVOY ADVISORY INC. is a Colorado Springs, Colorado based financial advisory firm with nearly $451,108,851 in assets under management and provides investment advisory services for 2100 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

306559

SEC#:

801-117870

No. of Clients:

2100

Assets under Management

$451,108,851

No. of Advisors:

18

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