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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 20
  • JUAN CARLOS GALVEZ

    Registered RepresentativeCRD 6341550

  • Maria Benel Se

    Registered RepresentativeCRD 6912877

  • ORAWICHA SURANIWONGSE

    Investment Advisor RepresentativeCRD 6912801

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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