ENCOMPASS FINANCIAL SERVICES

ENCOMPASS FINANCIAL SERVICES of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 331597). Regulatory assets under management: $2.2M.

Registration

• CRD: 331597
• Type: Registered investment adviser
• Location: 12636 HIGH BLUFF DR. #110, SAN DIEGO, CA, 92130
• Phone: 858-848-4844
• Latest filing: 2026-01-28
• Regulatory AUM: $2.2M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search