Encompass Advisory Services

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

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

Phone Number

(281) 644-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Encompass Advisory Services

Encompass Advisory Services (EAS) is a Registered Investment Advisory firm based in Katy, Texas, specializing in holistic financial planning that integrates tax, estate, investment, and retirement planning. Their services cater to a diverse clientele, including individuals, businesses, pensions, trusts, estates, charitable organizations, and profit-sharing plans. EAS emphasizes personalized strategies and regular client meetings to ensure financial goals align with individual values, while maintaining a fiduciary standard. The firm is committed to empowering clients to achieve financial security through a comprehensive approach that encompasses faith, family, fitness, and fun.Explore more
Popular SearchesEncompass Advisory Services LLCEncompass Advisory ServicesSIC Code 62,628NAICS Code 52,523Show more

Encompass Advisory Services Org Chart

JC
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President & Chief Executive Officer

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MH
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Chief Compliance Officer & Manager & Presiden...

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Chief Compliance Officer

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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
LC
Leon ColafrancescoPresident & Chief Compliance Officer
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Encompass Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Encompass Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Encompass Advisory Services.

Encompass Advisory Services Tech Stack

A closer look at the technologies used by Encompass Advisory Services

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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: Copper Canyon Wealth Management, Seamount Financial Group, Rogers Financial Group, Vertex Capital 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 (EAS) is a Registered Investment Advisory firm based in Katy, Texas, specializing in holistic financial planning that integrates tax, estate, investment, and retirement planning. Their services cater to a diverse clientele, including individuals, businesses, pensions, trusts, estates, charitable organizations, and profit... -sharing plans. EAS emphasizes personalized strategies and regular client meetings to ensure financial goals align with individual values, while maintaining a fiduciary standard. The firm is committed to empowering clients to achieve financial security through a comprehensive approach that encompasses 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

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