Encompass Wealth Advisors is an investment advisor in Portland with $410.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471340605
SEC advisor number
801-79393
FINRA CRD number
170807
AUM ?
$410.87 mm
(as of 2 Mar 22)
Accounts
1,012
(as of 2 Mar 22)
Employees
6
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
25 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Mar 21
13F-HR
Quarterly holdings report by institutional manager
9 Mar 21