Paul
Koenig
Encompass More Asset Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Koenig is a financial advisor working in Ballwin, Missouri who has 1 year of relevant experience. Koenig is currently employed by Encompass More Asset Management LLC. Koenig has gained experience at Jhfn Sii, Royal Alliance Associates, Inc, Signator Investors, Inc, Encompass More, A Division Of Verity Asset Management, Encompass Investments, A Division Of Verity Investments, Inc, Appreciation Financial LLC, Encompass More Asset Management LLC and Retired. Koenig maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Missouri. Encompass More Asset Management LLC is a registered investment firm operating out of Danville, CA. The company has offices in seven locations and a total of 34 advisors. It controls $113 million in total assets across its 1,698 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,698 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. Encompass More Asset Management Llc provides portfolio management for individuals and small businesses. Financial management fee schedules usually are based on which services the firm provides the client. Fees billed by Encompass More Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Paul Koenig Work History
Paul has been registered as a financial advisor for 1 years.*
Encompass More Asset Management LLC
Retired
Encompass More, A Division Of Verity Asset Management
Encompass Investments, A Division Of Verity Investments, Inc
Appreciation Financial LLC
Royal Alliance Associates, Inc
Jhfn Sii
Signator Investors, Inc
*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 Paul Koenig 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
Sanford, FL
Rocklin, CA
Scottsdale, AZ
Henderson, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
