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James Allen Sand

ENVOI LLC·MINNEAPOLIS, Minnesota
Unclaimed Profile
600 HIGHWAY 169 SOUTH, MINNEAPOLIS, MN 55426CRD# 4002578Firm CRD# 149436
01

About

James Allen Sand is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with ENVOI LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ENVOI LLC
ENVOI LLC
AUM
$2.8B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ENVOI LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4002578
Firm CRD# 149436
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Allen Sand offer?
James Allen Sand specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are James Allen Sand's credentials?
James Allen Sand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Allen Sand located?
James Allen Sand is based in MINNEAPOLIS, Minnesota, working with ENVOI LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does James Allen Sand charge for services?
James Allen Sand'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 ENVOI LLC?
ENVOI LLC has approximately 10 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENVOI LLC

Bradley Jay Brunell
MINNEAPOLIS, MN
Brenda Bouley Sallstrom
MINNEAPOLIS, MN
Ryan David Steensland
MINNEAPOLIS, MN

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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)MAPLE GROVE (23)
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Research
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