Encompass Advisors, Ltd.
Encompass Advisors, Ltd. (CRD# 130857) is a financial advisory firm headquartered in Brevard, NC. They manage $44,124,988 in 175 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$252,143
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Encompass Advisors, Ltd.
1
Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 24 years of experience in the finance industry.
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