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| Encompass More Asset Management LLC
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| |
|---|---|
| CRD # | 322382 |
| SEC # | 801-126102 |
| CIK # | 0002011218 |
| AUM | $228.5 MM (2024-08-20) |
| Employees | 48 (90% Investors, 12% Brokers) |
| Phone | 925-272-8850 |
| Address | 390 Diablo Rd Suite 100 Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 3.9 | ||
| MSFT | 1,918,222.4 | 1.8 | |
| NVDA | 399,550.0 | 1.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,522 | 169.1 |
| (b) Individuals (high net worth individuals) | 40 | 59.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,835 | 228.5 |
| By Discretionary | ||
| Discretionary | 2,835 | 228.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,835 | 228.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.5 | |
| Total | 2,835 | 228.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011218] |
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|---|---|---|
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