ENCOMPASS MORE ASSET MANAGEMENT LLC

390 Diablo Rd Suite 100
Danville, California 94526
Tel: 925-272-8850

About ENCOMPASS MORE ASSET MANAGEMENT LLC

ENCOMPASS MORE ASSET MANAGEMENT LLC, formally registered with the SEC as ENCOMPASS MORE ASSET MANAGEMENT LLC. The firm was established in 07/14/2022. They have over 12 offices throughout the country.

ENCOMPASS MORE ASSET MANAGEMENT LLC is a Danville, California based Financial Planning firm with nearly $228,528,667 assets under management, offering retirement planning & investment advisory services to 2835 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322382
SEC#	801-126102
Assets Managed by Firm	$228,528,667
No. of Clients	2835
No. of Advisors	48

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2835	$228,528,667
Individuals (other than high net worth individuals)	1522	$169,072,271
High net worth individuals	40	$59,456,396

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