Assets Under Management
$581.9M
Number of Clients
4,042
Number of Advisors
66
Average Client AUM
$144K
AUM per Advisor
$8.8M
Compensation
Fee-Only (AUM)
Encompass More Asset Management LLC offers discretionary portfolio management services through various investment models and financial planning services. They utilize the Amplify Platform for back-office support and may recommend third-party money managers. Financial planning services are provided to portfolio management clients and may be offered separately for a fee.
390 Diablo Rd, Suite 100, Danville, CA, 94526