ENCOMPASS MORE INVESTMENTS, LLC
Firm details
- Headquarters
- DANVILLE, California
- CRD number
- 318438
- Registered since
- December 2, 2022
- Website
- www.encompassmore.com
Firm profile
FINTRXOverview
Encompass More Investments, LLC is organized as a limited liability company and appears on FINTRX as an SEC-registered adviser since 2022. The record identifies the ownership as a mix of a domestic entity and an individual and classifies the firm as “unclassified.” The FINTRX snapshot flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The database entry does not list any specifics about fee structure, target client segments, advisory activities, or investment approach; those fields are blank in the available record.
Assets & Accounts
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
Contacts
3 of 20JUAN CARLOS GALVEZ
Registered RepresentativeCRD 6341550
Maria Benel Se
Registered RepresentativeCRD 6912877
ORAWICHA SURANIWONGSE
Investment Advisor RepresentativeCRD 6912801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
CITIZENS JMP SECURITIES, LLC
Broker-DealerSAN FRANCISCO, CA
SIGNATURE ESTATE SECURITIES, LLC
Broker-DealerLos Angeles, CA
XNERGY FINANCIAL LLC
Broker-DealerLos Angeles, CA
GREENBRIER DIVERSIFIED, INC.
Broker-DealerBeverly Hills, CA
CETERA WEALTH SERVICES, LLC
Broker-DealerEL SEGUNDO, CA
BOURSA INVESTMENTS
Broker-DealerCHULA VISTA, CA