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Building 2ENCOMPASS ADVISORY SERVICES, LLC

Map pinKATY, TX
Phone281-371-6300
NotebookSEC #801-132142
Total AUM
$121.3M
Employees
14
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23114 SEVEN MEADOWS PARKWAY
KATY
TX 77494
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
281-371-6300

ReceiptFinancials

Total AUM
$121.3M
Accounts
1,007
Discretionary
$53.1M
Accounts
431
Non-Discretionary
$68.2M
Accounts
576

ContactClients

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Individual Clients
392
AUM
$69.7M
HNW Individual Clients
33
AUM
$49.9M
Charitable Organization Clients
2
AUM
$526.4K
Corporation or Business Clients
6
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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