Encompass More Investments, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Danville, California
CRD number
318438
Registered since
December 2, 2022

Firm profile

FINTRX

Overview

Encompass More Investments, LLC is organized as a limited liability company and is recorded as SEC-registered in 2022. The firm's ownership is listed as a combination of a domestic entity and an individual. In the snapshot data the firm is classified as "unclassified" and it does not identify itself as a capital allocator. The firm reports several negative flags in the snapshot: it does not present itself as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. The provider-supplied fields for client base, fee structure, business activities and advisory activities are not populated in the available data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 20
  • Juan Carlos Galvez

    Juan Carlos Galvez

    Registered RepresentativeCRD 6341550

  • Maria Benel Se

    Maria Benel Se

    Registered RepresentativeCRD 6912877

  • Orawicha Suraniwongse

    Orawicha Suraniwongse

    Investment Advisor RepresentativeCRD 6912801

Unlock 17 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth