Kasinee
Meyer
Encompass More Asset Management LLC
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About this Advisor
Kasinee Meyer is a financial advisor based in Laguna Niguel, California, working with Encompass More Asset Management LLC. Kasinee has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Per Se Restaurant, Baccarat Hotel, Bouley Restaurant, and Encompass More Asset Management LLC. Kasinee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kasinee is part of Encompass More Asset Management LLC, which operates out of Laguna Niguel, California. The firm has 9 offices and 48 employees. The firm manages assets totaling $228.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Encompass More Asset Management LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Encompass More Asset Management LLC Brokerage Details
$228,528,667
48
2,835
$80,610
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kasinee Meyer Work History
Encompass More Asset Management LLC
Transamerica Financial Advisors, Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Per Se Restaurant
Baccarat Hotel
Bouley Restaurant
Disclosures
Please visit the SEC profile of Kasinee Meyer 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
Danville, CA
Indiana, PA
Northbrook, IL
Laguna Niguel, CA
Danville, CA
Roseville, CA
Sterling, VA
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