James
Hanley
Envoy Advisory Inc
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About this Advisor
James Hanley is a financial advisor based in Colorado Springs, Colorado, working with Envoy Advisory Inc. James has previously held positions at Usaa Financial Advisors, Usaa Financial Planning Services, Envoy Advisory Inc, Edward Jones, and Usaa Investment Management Company. James has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, James is part of Envoy Advisory Inc, which operates out of Colorado Springs, Colorado. The firm has 18 employees and manages assets totaling $451.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Envoy Advisory Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Envoy Advisory Inc Brokerage Details
$451,108,851
18
2,100
$214,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Hanley Work History
Envoy Advisory Inc
Edward Jones
Usaa Investment Management Company
Usaa Financial Advisors
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of James Hanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Envoy Advisory Inc
Colorado Springs, CO
Colorado Springs, CO
Aurora, CO
Colorado Springs, CO
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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