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ENCORE RETIREMENT PLANNING, LLC
CRD 329427
5233 W DOCK ST, SOUTH JORDAN, UT, 84009, United States
Phone
4355909433
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.8M
Discretionary AUM
$37.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.4M |
| High net worth individuals | 11 | $35.4M |
All web addresses on file
Official SEC filing: View on IAPD