Overview
Assets Under Management: $1.3 billion
Headquarters: ASPEN, CO
High-Net-Worth Clients: 10
Average Client Assets: $123 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.88
Average High-Net-Worth Client Assets: $123 million
Total Client Accounts: 46
Discretionary Accounts: 46
Regulatory Filings
CRD Number: 333127
Last Filing Date: 2025-02-19 00:00:00
Website: https://encoreinvestment.com