Encompass Financial Advisors, Inc.
Encompass Financial Advisors, Inc. (CRD# 121403) is a financial advisory firm headquartered in Beaverton, OR. They manage $31,860,683 in 154 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management32MILLION
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Total Number of Accounts154ACCOUNTS
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Average Account Value$206,888
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Encompass Financial Advisors, Inc.
1
Patricia Passon (CRD# 2027282) is an Investment Advisor Representative working at Encompass Financial Advisors, Inc. in Beaverton, OR and has over 31 years of experience in the finance industry.
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