Encore Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315512
- Website
- www.encoreia.com
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.74%
- Individuals9.98%
- Corporations / Businesses3.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Encore Investment Advisors, LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with fixed fees. Encore does not present itself as an institutional capital allocator, is not identified as an active ESG investor, and is not a multi-state or pension-consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds45%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Private Funds1%
Contacts
1 of 1
Robert Shuman
PrincipalCRD 7351919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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