Kianpin
Lau
Envoy Advisory Inc
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About this Advisor
Kianpin Lau is a financial advisor who works out of Colorado Springs, Colorado with 1 year of relevant experience. Lau is currently employed by Envoy Advisory Inc. Their career trajectory has included roles at Envoy Advisory Inc and Compassion International. Lau has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Colorado. Envoy Advisory Inc is a financial advisory firm headquartered in Colorado Springs, CO. The company has a total of 15 employees. It controls $383 million in assets under management between its 2,036 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to 15 charitable organizations. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically vary depending on the services provided. Fees billed by Envoy Advisory Inc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Envoy Advisory Inc Brokerage Details
$383,299,377
15
2,036
$188,261
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
Kianpin Lau Work History
Kianpin has been registered as a financial advisor for 1 years.*
Envoy Advisory Inc
Compassion International
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kianpin Lau 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
Aurora, CO
Colorado Springs, CO
Colorado Springs, CO
Pasadena, CA
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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