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
501 North Riverside Drive, Suite 113, Gurnee, IL 60031
https://www.encompassyourwealth.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Encompass Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Calzolano, financial advisor Gurnee IL
Michael J. Calzolano
CRD#: 4279450
501 North Riverside Drive, Suite 113, Gurnee, IL 60031

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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