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Bethany Bruinsma Palmer

ENVOY ADVISORY, INC.·COLORADO SPRINGS, Colorado
Unclaimed Profile
4194 ROYAL PINE DRIVE, COLORADO SPRINGS, CO 80920CRD# 1987183Firm CRD# 157461
01

About

Bethany Bruinsma Palmer is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with ENVOY ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ENVOY ADVISORY, INC.
AUM
$280M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ENVOY ADVISORY, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1987183
Firm CRD# 157461
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bethany Bruinsma Palmer offer?
Bethany Bruinsma Palmer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Bethany Bruinsma Palmer's credentials?
Bethany Bruinsma Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bethany Bruinsma Palmer located?
Bethany Bruinsma Palmer is based in COLORADO SPRINGS, Colorado, working with ENVOY ADVISORY, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Bethany Bruinsma Palmer charge for services?
Bethany Bruinsma Palmer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVOY ADVISORY, INC.?
ENVOY ADVISORY, INC. has approximately 10 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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