Overview
Assets Under Management: $534 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 12
Average Client Assets: $44 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.28
Average High-Net-Worth Client Assets: $44 million
Total Client Accounts: 2,543
Non-Discretionary Accounts: 2,543
Regulatory Filings
CRD Number: 306559
Filing ID: 2008277
Last Filing Date: 2025-08-07 14:43:00
Website: https://hisenvoysgroup.com