Assets Under Management
$533.9M
Number of Clients
1,808
Number of Advisors
11
Average Client AUM
$295K
AUM per Advisor
$48.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Envoy Advisory offers investment advisory services to plan sponsors of 403(b) retirement plans and their participants, as well as to individuals. Services include investment recommendations, financial planning, and consulting. They work with affiliated and independent third-party service providers.
5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918