This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-23-2019
- Office Locations
- 6
Office Locations
About Envoy Advisory Inc.
Envoy Financial (Envoy Advisory Inc.) specializes in faith-based retirement plans for churches and other ministry organizations, bundling advisory services, third-party administration, recordkeeping, education, and ongoing support in one platform. Its open-architecture lineup offers 25,000+ investment options from major fund families, with streamlined online enrollment, 24/7 help-center access, and nearly three decades focused on ministry plans.
Team overview
Insights
Accredited Investors
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN K ALYO
Chief Compliance Officer, Chief Investment Officer, Director
- CRD
- #3228696
- Ownership
- Less than 5%
TIMOTHY JOHN NEWELL
Advisor, Chief Executive Officer, Co-founder, Founder, Managing Partner, President
- CRD
- #1339021
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Andrew David Barlow
Financial Advisor, Managing Partner, Partner
- CRD
- #7555902
Isaiah Gates
--
- CRD
- #7697580
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $614,952,466 | $310,112 |
| Total | $614,952,466 | $310,112 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing