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ENCOMPASS FINANCIAL SERVICES
ENCOMPASS FINANCIAL HOLDINGS INC.
CRD 331597
12636 HIGH BLUFF DR. #110, SAN DIEGO, CA, 92130, United States
Phone
858-848-4844
Fax
858-481-5071
Registration
— (—)
Source
State registered
Total AUM
$2.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD