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 limited liability company (registration year 2022) that provides financial planning and portfolio management for individuals, families and small businesses. The firm offers fee arrangements that include a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its advisory scope includes management of discretionary client portfolios as well as portfolio management for pooled investment vehicles; the firm also acts as a sponsor/GP/managing member of pooled vehicles and maintains affiliations with a broker‑dealer and an insurance company. The firm does not identify as an active ESG investor.
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 84
Gerardo Garcia
Regional Vice PresidentCRD 5179105
Christina Lawrence
Investment Adviser RepresentativeCRD 4386152
Robert Du Charme
Founder, Wealth Management AdvisorCRD 4418715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$765M in ETFs
68%
$524M
19%
$242M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $74.2M | 1,473,313 | 9.69% |
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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