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Building 2ENCOMPASS MORE ASSET MANAGEMENT LLC

Map pinDANVILLE, CA
Phone925-272-8850
NotebookSEC #801-126102
Total AUM
$984.9M
Employees
108
Clients
4,008

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
390 DIABLO RD
SUITE 100
DANVILLE
CA 94526
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
925-272-8850
Other Offices
15

ReceiptFinancials

Total AUM
$984.9M
Accounts
8,361
Discretionary
$984.9M
Accounts
8,361
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,748
AUM
$515.3M
HNW Individual Clients
260
AUM
$469.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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