Shannon
Gligora

Encompass More Asset Management LLC

CRD#7564349
Investment Advisor
in Westerville, OH

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About this Advisor

Shannon Gligora is a financial advisor based in Westerville, Ohio, working with Encompass More Asset Management LLC. Shannon has previously held positions at Verity Asset Management, Appreciation Financial, Christian Assembly, and Encompass More Asset Management LLC. Shannon has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Shannon is part of Encompass More Asset Management LLC, which operates out of Westerville, Ohio. 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

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Westerville, OH

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Encompass More Asset Management LLC Brokerage Details

Total Assets Under Management

$228,528,667

OH Average: $7,578,581,321
Total Number of Employees

48

OH Average: 43
Total Number of Accounts

2,835

OH Average: 3,727
Average Account Size

$80,610

OH Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Shannon Gligora Work History

2022 - Present (2 years)

Encompass More Asset Management LLC

2016 - Present (8 years)

Appreciation Financial

2022 - 2022 (< 1 year)

Verity Asset Management

2009 - 2016 (7 years)

Christian Assembly

Disclosures

Please visit the SEC profile of Shannon Gligora 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

Kasinee Meyer
Laguna Niguel, CA
Lisa Gallo
Danville, CA
Christopher Reid
Roseville, CA
Galen Bargerstock
Indiana, PA
Christopher Chatto
Danville, CA
Amber Alguire
Danville, CA
Steven Hefter
Northbrook, IL
Shelton King
Orange Park, FL

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