Encompass More Asset Management LLC

Encompass More Asset Management LLC (CRD# 322382) is a financial advisory firm headquartered in Danville, CA. They manage $228,528,667 in 2,835 accounts and serve the financial needs of clients across 38 states (or territories).

Current Firm Details
312 Railroad Ave., Suite 205, Danville, CA 94526
http://www.encompassmore.com
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    2,835
    ACCOUNTS
  • Average Account Value
    $80,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Encompass More Asset Management LLC
Showing 31 - 37 of 37 top financial advisors.
31
Michael Portincaso, financial advisor Crystal Lake IL
Michael A. Portincaso
CRD#: 2860028
Crystal Lake, IL

Michael Portincaso (CRD# 2860028) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Crystal Lake, IL and has 1 year of experience in the finance industry.

32
Michael Solari, financial advisor Danville CA
Michael Solari
CRD#: 7771940
312 Railroad Ave., Suite 205, Danville, CA 94526

Michael Solari (CRD# 7771940) 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.

33
Alex Stevenson, financial advisor Danville CA
Alex M. Stevenson
CRD#: 6428907
312 Railroad Ave., Suite 205, Danville, CA 94526

Alex Stevenson (CRD# 6428907) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 8 years of experience in the finance industry.

34
Nolan Stokes, financial advisor Danville CA
Nolan G. Stokes
CRD#: 6877013
312 Railroad Ave., Suite 205, Danville, CA 94526

Nolan Stokes (CRD# 6877013) 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.

35
Alayna Templeton, financial advisor Danville CA
Alayna Templeton
CRD#: 7630065
312 Railroad Ave., Suite 205, Danville, CA 94526

Alayna Templeton (CRD# 7630065) 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.

36
Jason Thornton, financial advisor Danville CA
Jason Thornton
CRD#: 7777596
312 Railroad Ave., Suite 205, Danville, CA 94526

Jason Thornton (CRD# 7777596) 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.

37
Geoffrey Wistow, financial advisor Danville CA
Geoffrey M. Wistow
CRD#: 7600902
312 Railroad Ave., Suite 205, Danville, CA 94526

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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