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 ?
$350.41 mm
(as of 6 Mar 24)
Accounts
1,219
(as of 6 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
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