Overview
Assets Under Management: $2.8 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 35
Average Client Assets: $78.3 million
Frequently Asked Questions
ENVOI LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149436), ENVOI LLC is subject to fiduciary duty under federal law.
ENVOI LLC is headquartered in MINNEAPOLIS, MN.
ENVOI LLC serves 35 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, ENVOI LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ENVOI LLC manages $2.8 billion in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, ENVOI LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.30%
Average Client Assets: $78.3 million
Total Client Accounts: 1,445
Discretionary Accounts: 1,445
Regulatory Filings
CRD Number: 149436
Filing ID: 1846970
Last Filing Date: 2024-03-26 18:40:00