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 a privately held advisory firm that works primarily with individual and family clients. Registered with the SEC since 2022, the firm offers financial planning alongside portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee arrangements are flexible and include AUM-based fees as well as hourly, subscription and fixed-fee engagements. The firm also has roles beyond pure advice: it is affiliated with broker-dealers and insurance firms and acts as a sponsor, general partner or managing member for pooled investment vehicles it oversees.
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 1
Christopher Hamm
CEOCRD 7618499
Contacts
3 of 80
Timothy 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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