Encore 401k, LLC
RIAState Registered
Total AUM
$13.4M
Discretionary
$0
0% of AUM
Avg account
$1.7M
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Driggs, Idaho
- CRD number
- 324414
- Website
- encore-401k.com
- Custodians
- CAPITAL BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Encore 401k, LLC is a limited liability company that advises individual and family clients. The firm is owned by an individual and provides portfolio management for individuals and small businesses, along with pension consulting services. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Encore 401k does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Driggs, ID
Teton
Location
Driggs, ID
Headquartered in Driggs, ID, in the West of the United States.
- Region
- West
- County
- Teton
- Address
- 253 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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