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Building 2ENCOMPASS FINANCIAL INC.

Map pinGREENVILLE, SC
Phone864-423-5400
NotebookSEC #801-61686
Total AUM
$49M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
502 MEYERS DR.
GREENVILLE
SC 29605
USA
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
864-423-5400

ReceiptFinancials

Total AUM
$49M
Accounts
82
Discretionary
$21M
Accounts
72
Non-Discretionary
$28M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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