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 a limited liability company that registered with the SEC in 2022. FINTRX classifies the firm as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The firm’s public profile in the dataset is sparse: fields for business activities, advisory services, fee structure and client base are not populated, and the firm has not supplied details about affiliations or operational focus. FINTRX flags indicate Encompass More Investments is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

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

    Juan Carlos Galvez

    Registered RepresentativeCRD 6341550

  • Maria Benel Se

    Maria Benel Se

    Registered RepresentativeCRD 6912877

  • Orawicha Suraniwongse

    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