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Envoy Advisory Inc.

CRD 306559  ·  Colorado Springs, CO  ·  $615.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
306559
SEC number
801-117870
Firm type
RIA
Assets under management
$615.0M as of Mar 30, 2026
Website
www.linkedin.com/COMPANY/ENVOY-FINANCIAL ↗
Phone
888-879-1376
Address
5333 N Union Blvd, Colorado Springs, CO, 80918

Advisors at this firm

7 in our index · page 1 of 1

  • Andrew David BarlowCRD 7555902 · Oakbrook Terrace, IL
    IA Registered
  • Isaiah GatesCRD 7697580 · Lynchburg, VA
    IA Registered
  • Ryan Lee KaczmarekCRD 7218469 · Colorado Springs, CO
    IA Registered
  • Tom LauCRD 7622603 · Colorado Springs, CO
    IA Registered
  • Ted MillerCRD 7542500 · Arlington, TX
    IA Registered
  • Timothy John NewellCRD 1339021 · Colorado Springs, CO
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Seth ScottCRD 7395667 · Fresno, CA
    IA RegisteredRegistration inactive
1–7 of 7

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 306559 ↗ FINRA BrokerCheck record for firm CRD 306559 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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