Amber
Alguire
Encompass More Asset Management LLC
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About this Advisor
Amber Alguire is a financial advisor working in Danville, California, with 1 year of relevant experience. Alguire currently works for Encompass More Asset Management LLC. During their career, Alguire has held roles at Verity Asset Management, Appreciation Financial, Your Insurance Group, Securus, Encompass More Asset Management LLC, M&T Bank and M&T Securities. Alguire maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Maryland and Texas. Encompass More Asset Management LLC is a registered investment firm based out of Danville, CA. The investment advisory business has offices in seven locations and a total of 34 advisors. It oversees $113 million in assets among its 1,698 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,698 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. Encompass More Asset Management Llc offers portfolio management for individuals and small businesses. Financial management fee schedules vary depending on which services are offered. However, fee types 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
Amber Alguire Work History
Amber has been registered as a financial advisor for 1 years.*
Encompass More Asset Management LLC
Verity Asset Management
Appreciation Financial
Your Insurance Group
Securus
M&T Securities
M&T Bank
*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 Amber Alguire 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
Danville, CA
Reading, PA
Danville, CA
Danville, CA
Ballwin, MO
Rocklin, CA
Sanford, FL
Danville, CA
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