Benjamin
Hulburt

Encompass More Asset Management LLC

CRD#7867501
Investment Advisor
in Monroeville, PA

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About this Advisor

Benjamin Hulburt is a financial advisor based in Monroeville, Pennsylvania, working with Encompass More Asset Management LLC. Benjamin has previously held positions at Encompass More Asset Management LLC, Eclipse Resources Corporation, and Alto Financial Group, LLC. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in New York and Pennsylvania. Currently, Benjamin is part of Encompass More Asset Management LLC, which operates out of Monroeville, Pennsylvania. 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

4099 William Penn Highway Suite 410
Monroeville, PA 15146

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Encompass More Asset Management LLC Brokerage Details

Total Assets Under Management

$228,528,667

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

48

PA Average: 43
Total Number of Accounts

2,835

PA Average: 3,727
Average Account Size

$80,610

PA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Benjamin Hulburt Work History

2024 - Present (1 year)

Encompass More Asset Management LLC

2020 - Present (5 years)

Alto Financial Group, LLC

2011 - 2018 (7 years)

Eclipse Resources Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Benjamin Hulburt 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

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

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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