PPrivate Fund Data Log in Join · $37/mo

Envoy Advisory Inc.

● SEC registered since 2019CRD 306559SEC# 801-117870Colorado Springs, CO
Export (members)
Reg. AUM
$533.9M
Employees
23
Accounts
2,543
Location
Colorado Springs, CO

Envoy Advisory Inc. assets under management

Envoy Advisory Inc. is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2019. It reports $533.9 million in regulatory assets under management and employs 23 people.
www.linkedin.com/company/envoy-financialView on SEC.gov ↗

Envoy Advisory Inc. owners & executives

7 reported
NameTitleOwnershipSince
His Envoys Group LLC ControlHolding CompanyOver 75%2019
Scott Allen Bradtmiller ControlChief Compliance OfficerUnder 5%2024
Timothy John Newell ControlPresidentUnder 5%2019
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Envoy Advisory Inc. manage?

Envoy Advisory Inc. reports $533.9 million in regulatory assets under management on its Form ADV.

How many employees does Envoy Advisory Inc. have?

Envoy Advisory Inc. reports 23 employees.

Where is Envoy Advisory Inc. located?

Envoy Advisory Inc. is based in Colorado Springs, CO and has been SEC-registered since 2019.

Does Envoy Advisory Inc. disclose fund performance?

Envoy Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5333 N Union Blvd, Suite 200, Colorado Springs, CO 80918
Phone888-879-1376
Office hours8:00a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$533.9M
Total (RAUM)$533.9M