ENCOMPASS MORE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- DANVILLE, California
- CRD number
- 322382
- Registered since
- July 14, 2022
- Website
- www.encompassmore.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, IPX RETIREMENT, AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals52.32%
- HNWI47.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Encompass More Asset Management LLC is an SEC-registered advisory firm organized as an LLC and first registered in 2022. Its client base is individual and family investors; the firm offers financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM, hourly, subscription, and fixed-fee models. The firm reports affiliations with broker-dealers and insurance companies and acts as sponsor/GP/managing member on pooled vehicles, indicating it both advises and can originate or manage private pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents13%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds3%
- Derivatives1%
Owners & executives
1 of 1Christopher Hamm
CEOCRD 7618499
Contacts
3 of 81TIMOTHY NELSON
Managing PartnerCRD 6200391
ORAWICHA SURANIWONGSE
Investment Advisor RepresentativeCRD 6912801
GERARDO GARCIA
Regional Vice PresidentCRD 5179105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$645M in ETFs
58%
$375M
22%
$270M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $46.8M | 930,640 | 7.27% |
Location
DANVILLE, CA
CONTRA COSTA
Location
DANVILLE, CA
Headquartered in DANVILLE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 390 Diablo Rd
- Time zone
- PT (UTC-8)
- Office locations
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