CONVOY INVESTMENTS, LLC
SEC Form ADV profile.
Total regulatory AUM
$261,622,231
Discretionary
$261,622,231
Non-discretionary
$0
Firm details
- CRD number
- 174969
- SEC file number
- 801-81014
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of November 2026.