PCM Encore, LLC
Firm details
- Headquarters
- Aspen, Colorado
- CRD number
- 333127
- Registered since
- October 3, 2024
- Website
- encoreinvestment.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.64%
- Corporations / Businesses8.32%
- Individuals1.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
PCM Encore, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual/family and institutional clients and bills for advice through a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional/plan management and the selection of other advisers. PCM Encore identifies as a capital allocator and reports active ESG investing. It also acts in sponsor/GP/managing-member roles for pooled investment vehicles, indicating both direct management and third-party manager selection activities.
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds20%
- Other18%
- Non-Exchange Traded Equities7%
- Private Funds2%
Owners & executives
2 of 2Samuel Rice
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7979729
Michael Paulus
CEO & Investment Advisor RepresentativeCRD 7979333
Contacts
3 of 7
Kyle Boucher
Vice President, Financial PlannerCRD 6780866
Alixandria Tucci
Financial PlannerCRD 6166721
Joseph Hendrickson
Tax SpecialistCRD 8141810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$93.5M in ETFs
90%
$84.2M
7%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $9.9M | 15,226 | 10.63% |
Location
Aspen, CO
Pitkin
Location
Aspen, CO
Headquartered in Aspen, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Pitkin
- Address
- 520 E Cooper Ave
- Time zone
- MT (UTC-7)
- Office locations
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