Geoffrey Wistow (CRD# 7600902) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | May 2023 - Current | < 1 |
| Geoffrey Wistow - Attorney At Law | Fairfax, VA | Oct 2013 - Current | 10 |
| Bull Run Investment Management LLC | Fairfax, VA | Jan 2023 - Apr 2023 | < 1 |
| Bull Run Financial Group | Fairfax, VA | Mar 2017 - Apr 2023 | 6 |
| Rillhurst Capital | Mclean, VA | Sep 2016 - Feb 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- VA
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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