Logan
Marcus
Encompass More Asset Management LLC
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About this Advisor
Logan Marcus is a financial advisor who works in Scottsdale, Arizona with a total of 1 year of relevant experience. Marcus works at Encompass More Asset Management LLC. Over the course of their career, they have held roles at Mccarthy Holthus, King & Ballow, Appreciation Financial, Dna Wealth Partners, LLC, Encompass More Asset Management LLC and Law Offices Of Tee Laoteppitaks. Marcus holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Arizona. Encompass More Asset Management LLC is a financial advisory company operating out of Danville, CA. It has offices in seven locations and a total of 34 employees. It handles $113 million in assets among its 1,698 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,698 accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides portfolio management for individuals and small businesses. Fees for financial management are based on which services the firm provides the client. Fees charged by Encompass More Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Encompass More Asset Management LLC Brokerage Details
$113,344,175
34
1,698
$66,752
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Logan Marcus Work History
Logan has been registered as a financial advisor for 1 years.*
Dna Wealth Partners, LLC
Encompass More Asset Management LLC
Appreciation Financial
Law Offices Of Tee Laoteppitaks
King & Ballow
Mccarthy Holthus
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Marcus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Encompass More Asset Management LLC
Reading, PA
Danville, CA
Danville, CA
Danville, CA
Henderson, NV
Scottsdale, AZ
Danville, CA
Ballwin, MO
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