Encompass Financial Services

Overview

Encompass Financial Services is a California-registered corporate advisory firm operating as an independent RIA focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. It also lists accounting among its business activities. Fee arrangements include a percentage of AUM, hourly billing and fixed fees. Encompass does not identify itself as a capital allocator and is organized as a domestic entity with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices