Encompass Advisory Services

Finance · Texas, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

23102 Seven Meadows Pkwy, Katy, Texas, 7...

Phone Number

(281) 644-1000

Revenue

<$5 Million

Industry

Finance Securities Trading

About Encompass Advisory Services

Encompass Advisory Services provides holistic financial planning that integrates tax planning, estate planning, investment planning, and retirement planning for a diverse clientele including individuals, businesses, and charitable organizations. The firm emphasizes a personalized approach, beginning with an initial meeting to understand clients' unique investment goals and ensuring the protection of their principal. As a fiduciary and independent Registered Investment Advisory firm, EAS offers a wide range of investment options and regularly scheduled meetings to adapt to clients' changing needs. Their mission is to empower clients by aligning financial strategies with their values, focusing on faith, family, fitness, and fun.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Encompass Advisory Services Org Chart

JC
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
MH
United States flag for contact location.

Chief Compliance Officer & Manager & Presiden...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Encompass Advisory Services

Compare insights from companies similar to Encompass Advisory Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Encompass Advisory Servic...

<$5M
1-10
Private
-
-
JC
Jason CeyanesPresident & CEO
<$5M
11-50
Private
-
1998
ND
Nicholas DorsettFinancial Professional
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

Encompass Advisory Services Tech Stack

A closer look at the technologies used by Encompass Advisory Services

Top Finance Companies

Frequently Asked Questions Regarding Encompass Advisory Services

What is Encompass Advisory Services's official website?
Encompass Advisory Services's official website is www.easadvice.com
What is Encompass Advisory Services's Revenue?
Encompass Advisory Services's revenue is <$5 Million
What is Encompass Advisory Services's SIC code?
Encompass Advisory Services's SIC: 62,628
What is Encompass Advisory Services's NAICS code?
Encompass Advisory Services's NAICS: 52,523
How many employees does Encompass Advisory Services have?
Encompass Advisory Services has 1-10 employees
What industry does Encompass Advisory Services belong to?
Encompass Advisory Services is in the industry of: Finance, Securities Trading
What is Encompass Advisory Services competition?
Encompass Advisory Services top competitors include: Seamount Financial Group, Rogers Financial Group, Vertex Capital Advisors, Poulos Advisors
What technology does Encompass Advisory Services use?
Some of the popular technologies that Encompass Advisory Services uses are: Mailjet, Google Workspace, Gmail
How do I contact Encompass Advisory Services?
Encompass Advisory Services contact info: Phone number: (281) 644-1000 Website: www.easadvice.com
What does Encompass Advisory Services do?

Encompass Advisory Services provides holistic financial planning that integrates tax planning, estate planning, investment planning, and retirement planning for a diverse clientele including individuals, businesses, and charitable organizations. The firm emphasizes a personalized approach, beginning with an initial meeting to understand clients' un... ique investment goals and ensuring the protection of their principal. As a fiduciary and independent Registered Investment Advisory firm, EAS offers a wide range of investment options and regularly scheduled meetings to adapt to clients' changing needs. Their mission is to empower clients by aligning financial strategies with their values, focusing on faith, family, fitness, and fun.Read More

Is Encompass Advisory Services a public company?
Encompass Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Encompass Advisory Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.