Dominic
Defreece
Encompass More Asset Management LLC
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About this Advisor
Dominic Defreece is a financial advisor operating out of Reading, Pennsylvania, who has 1 year of industry experience. Defreece is on the advisory team at Encompass More Asset Management LLC. Over the course of their career, they have held roles at Waddell & Read, Edward Jones, Guardian Life Insurance Co, Park Avenue Securities LLC, Primerica Financial Services, Pfs Investments Inc, Deutsche Bank, Verity Asset Management, Appreciation Financial, Hmhs, Santander Bank, Amazon, Blackridge Asset Management, Encompass More Asset Management LLC and Defreece Financial Solutions. Defreece has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Encompass More Asset Management LLC is a financial advisory company headquartered in Danville, CA. The investment advisory business has offices in seven locations and a total of 34 people on staff. It manages $113 million in assets among its 1,698 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,698 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Encompass More Asset Management Llc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the services provided. However, 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
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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
Dominic Defreece Work History
Dominic has been registered as a financial advisor for 1 years.*
Encompass More Asset Management LLC
Defreece Financial Solutions
Appreciation Financial
Verity Asset Management
Hmhs
Santander Bank
Amazon
Blackridge Asset Management
Primerica Financial Services
Pfs Investments Inc
Deutsche Bank
Waddell & Read
Edward Jones
Guardian Life Insurance Co
Park Avenue Securities LLC
*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 Dominic Defreece 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
Reading, PA
Danville, CA
Henderson, NV
Sanford, FL
Rocklin, CA
Danville, CA
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.
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