Overview
Assets Under Management: $350 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 503
Average Client Assets: $683,319
Frequently Asked Questions
ENCOMPASS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170807), ENCOMPASS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ENCOMPASS WEALTH ADVISORS, LLC is headquartered in PORTLAND, OR.
ENCOMPASS WEALTH ADVISORS, LLC serves 503 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, ENCOMPASS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ENCOMPASS WEALTH ADVISORS, LLC manages $350 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, ENCOMPASS WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 503
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.16
Average High-Net-Worth Client Assets: $683,319
Total Client Accounts: 1,219
Discretionary Accounts: 741
Non-Discretionary Accounts: 478
Regulatory Filings
CRD Number: 170807
Last Filing Date: 2024-03-06 00:00:00
Website: https://tru-ind.com