The ENCOMPASS MORE ASSET MANAGEMENT is a privately held investment adviser that advises $987.53mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ENCOMPASS MORE ASSET MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 771.26% over the last 3-years.
The Group has been registered with the SEC for 4.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 390 DIABLO RD SUITE 100, DANVILLE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 108 employees comprised of 85 investment and 23 non-investment staff. The total number of Employees increased by 285.71% over the last 4-years.
Their $987.53mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $515.31mn or 52.18% of Total Assets and High Net Worth Individuals own $469.58mn or 47.55% of Total Assets.
The Group's top investment strategies include Currencies, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ENCOMPASS MORE ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.