ENVOY ADVISORY, INC.
CRD #157461 SEC #801-72377 COLORADO SPRINGS, CO 719-268-2711
SEC Registered
Total AUM
$280.1M
Discretionary
$0
Employees
10
Clients
0
Accounts
1,737
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2019 | $280.1M | $0 | $280.1M | 10 | 0 |
| Nov 2019 | $280.1M | $0 | $280.1M | 10 | 0 |
| Jan 2019 | $280.1M | $0 | $280.1M | 10 | 0 |
| Oct 2018 | $267.4M | $0 | $267.4M | 10 | 0 |
| Aug 2018 | $267.4M | $0 | $267.4M | 10 | 0 |
| May 2018 | $267.4M | $0 | $267.4M | 10 | 0 |
| May 2018 | $267.4M | $0 | $267.4M | 10 | 0 |
| Mar 2018 | $267.4M | $0 | $267.4M | 10 | 0 |
| Feb 2018 | $234.1M | $0 | $234.1M | 10 | 0 |
| Jul 2017 | $234.1M | $0 | $234.1M | 10 | 1,800 |
| Mar 2016 | $225M | $0 | $225M | 11 | 1,800 |
| Jul 2015 | $182.5M | $0 | $182.5M | 5 | 146 |
| Mar 2015 | $182.5M | $0 | $182.5M | 5 | 146 |
| Dec 2014 | $180.9M | $0 | $180.9M | 7 | 1,600 |
| Nov 2014 | $180.9M | $0 | $180.9M | 7 | 1,600 |
| Mar 2014 | $180.9M | $0 | $180.9M | 7 | 1,600 |
| Aug 2013 | $41.8M | $0 | $41.8M | 6 | 1,500 |
| Apr 2013 | $40.6M | $0 | $40.6M | 5 | 1,500 |
| Jan 2013 | $75M | $0 | $75M | 4 | 2,661 |
| Feb 2012 | $75M | $0 | $75M | 1 | 2,661 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
DateDec 2019
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateNov 2019
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateJan 2019
Total AUM$280.1M
Discretionary$0
Non-Disc.$280.1M
Employees10
Clients0
DateOct 2018
Total AUM$267.4M
Discretionary$0
Non-Disc.$267.4M
Employees10
Clients0
DateAug 2018
Total AUM$267.4M
Discretionary$0
Non-Disc.$267.4M
Employees10
Clients0
DateMay 2018
Total AUM$267.4M
Discretionary$0
Non-Disc.$267.4M
Employees10
Clients0
DateMay 2018
Total AUM$267.4M
Discretionary$0
Non-Disc.$267.4M
Employees10
Clients0
DateMar 2018
Total AUM$267.4M
Discretionary$0
Non-Disc.$267.4M
Employees10
Clients0
DateFeb 2018
Total AUM$234.1M
Discretionary$0
Non-Disc.$234.1M
Employees10
Clients0
DateJul 2017
Total AUM$234.1M
Discretionary$0
Non-Disc.$234.1M
Employees10
Clients1,800
DateMar 2016
Total AUM$225M
Discretionary$0
Non-Disc.$225M
Employees11
Clients1,800
DateJul 2015
Total AUM$182.5M
Discretionary$0
Non-Disc.$182.5M
Employees5
Clients146
DateMar 2015
Total AUM$182.5M
Discretionary$0
Non-Disc.$182.5M
Employees5
Clients146
DateDec 2014
Total AUM$180.9M
Discretionary$0
Non-Disc.$180.9M
Employees7
Clients1,600
DateNov 2014
Total AUM$180.9M
Discretionary$0
Non-Disc.$180.9M
Employees7
Clients1,600
DateMar 2014
Total AUM$180.9M
Discretionary$0
Non-Disc.$180.9M
Employees7
Clients1,600
DateAug 2013
Total AUM$41.8M
Discretionary$0
Non-Disc.$41.8M
Employees6
Clients1,500
DateApr 2013
Total AUM$40.6M
Discretionary$0
Non-Disc.$40.6M
Employees5
Clients1,500
DateJan 2013
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees4
Clients2,661
DateFeb 2012
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees1
Clients2,661
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--