Shannon
Gligora
Encompass More Asset Management LLC
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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
Services Offered
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
Shannon Gligora Work History
Encompass More Asset Management LLC
Appreciation Financial
Verity Asset Management
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
Laguna Niguel, CA
Danville, CA
Northbrook, IL
Danville, CA
Indiana, PA
Roseville, CA
Danville, CA
Crystal Lake, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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