ENCOMPASS WEALTH ADVISORS, LLC

15350 Sw Sequoia Parkway
Suite 250
Portland, Oregon 97224
Tel: (971) 371-3451

About ENCOMPASS WEALTH ADVISORS, LLC

ENCOMPASS WEALTH ADVISORS, LLC, formally registered with the SEC as ENCOMPASS WEALTH ADVISORS, LLC. The firm was established in 03/24/2014. They have over 1 offices throughout the country.

ENCOMPASS WEALTH ADVISORS, LLC is a Portland, Oregon based Financial Planning firm with nearly $350,409,917 assets under management, offering retirement planning & investment advisory services to 1219 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170807
SEC#	801-79393
Assets Managed by Firm	$350,409,917
No. of Clients	1219
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1219	$350,409,917
Individuals (other than high net worth individuals)	753	$73,362,923
High net worth individuals	443	$275,512,069
Pension and profit sharing plans	18	$831,451
Corporations or other businesses	5	$703,474

More Retirement Planning firms in Portland, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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