Encompass Wealth Management LLC
Encompass Wealth Management LLC (CRD# 152987) is a financial advisory firm headquartered in Gurnee, IL. They manage $9,820,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$613,750
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Encompass Wealth Management LLC
1
Michael Calzolano (CRD# 4279450) is an Investment Advisor Representative working at Encompass Wealth Management LLC in Gurnee, IL and has over 23 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.