Encompass Wealth Advisors

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

15350 SW Sequoia Pkwy Ste 250, Portland,...

Phone Number

(971) 371-3451

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Encompass Wealth Advisors

Encompass Wealth Advisors specializes in wealth management and life planning services, focusing on retirement planning, estate planning, investment management, and more. They aim to enrich clients' lives by providing excellent financial advice while adhering to a fiduciary standard, ensuring that clients' best interests are prioritized. Their experienced team addresses common financial concerns, offering personalized strategies for long-term financial stability. The firm serves individuals seeking comprehensive financial planning and investment management solutions.Explore more
Encompass Wealth Advisors's Social MediaPopular SearchesEncompass Wealth Advisorsencompass wealth advisors LLCEncompass Wealth Advisors AEncompass Wealth Advisors OurWealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Encompass Wealth Advisors Org Chart

PhoneEmail
MM
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Executive Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Encompass Wealth Advisors

<$5M
1-10
Private
-
2014
MM
Mary MinshallExecutive Director
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2012
RZ
Rockie ZeiglerCertified Financial Planner & IRS Enrolled Agent
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Encompass Wealth Advisors Tech Stack

A closer look at the technologies used by Encompass Wealth Advisors

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Frequently Asked Questions Regarding Encompass Wealth Advisors

What is Encompass Wealth Advisors's official website?
Encompass Wealth Advisors's official website is www.encompasswa.com
What is Encompass Wealth Advisors's Revenue?
Encompass Wealth Advisors's revenue is <$5 Million
What is Encompass Wealth Advisors's SIC code?
Encompass Wealth Advisors's SIC: 62,628
What is Encompass Wealth Advisors's NAICS code?
Encompass Wealth Advisors's NAICS: 52,523
How many employees does Encompass Wealth Advisors have?
Encompass Wealth Advisors has 1-10 employees
What industry does Encompass Wealth Advisors belong to?
Encompass Wealth Advisors is in the industry of: Finance, Securities Trading
What is Encompass Wealth Advisors competition?
Encompass Wealth Advisors top competitors include: RP Zeigler Investment Services, Beacon Financial Partners, Sterling Total Wealth Solutions, HFG Wealth Management
What technology does Encompass Wealth Advisors use?
Some of the popular technologies that Encompass Wealth Advisors uses are: Constant Contact, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Encompass Wealth Advisors?
Encompass Wealth Advisors contact info: Phone number: (971) 371-3451 Website: www.encompasswa.com
What does Encompass Wealth Advisors do?

Encompass Wealth Advisors specializes in wealth management and life planning services, focusing on retirement planning, estate planning, investment management, and more. They aim to enrich clients' lives by providing excellent financial advice while adhering to a fiduciary standard, ensuring that clients' best interests are prioritized. Their exper... ienced team addresses common financial concerns, offering personalized strategies for long-term financial stability. The firm serves individuals seeking comprehensive financial planning and investment management solutions.Read More

What are Encompass Wealth Advisors social media links?
Encompass Wealth Advisors Linkedin page
Is Encompass Wealth Advisors a public company?
Encompass Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Encompass Wealth Advisors

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