Encompass Financial Advisors, Inc.

Encompass Financial Advisors, Inc. (CRD# 121403) is a financial advisory firm headquartered in Beaverton, OR. They manage $21,382,229 in 135 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $158,387
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Encompass Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Patricia L. Passon
CRD#: 2027282
Beaverton, OR
96
Wealthminder
score

Patricia Passon (CRD# 2027282) is an Investment Advisor Representative working at Encompass Financial Advisors, Inc. in Beaverton, OR and has over 24 years of experience in the finance industry. Patricia Passon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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