Encompass Wealth Advisors, LLC
Encompass Wealth Advisors, LLC (CRD# 170807) is a financial advisory firm headquartered in Portland, OR. They manage $350,409,917 in 1,219 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management350MILLION
-
Total Number of Accounts1,219ACCOUNTS
-
Average Account Value$287,457
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, OR, TX, WA
Matthew Presjak (CRD# 1767195) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 36 years of experience in the finance industry.
Colin Williams (CRD# 4857859) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.
Matthew Yarbrough (CRD# 6331852) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 5 years of experience in the finance industry.
Mary Minshall (CRD# 4073837) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 22 years of experience in the finance industry.