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Encompass Financial Planning

Encompass Financial Planning. CRD 287472

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CRD: 287472

Encompass Financial Planning

West Linn, OR, 97068
5039144494
www.encompassfinancialplanning.com
$29.8M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
First Clearing · Trade-PMR · Wells Fargo
Clients
Retail
Platforms
--
Established Date
04-06-2017
Office Locations
1

Office Locations

1800 Blankenship RD Suite #200 West Linn OR

About Encompass Financial Planning

Encompass Financial Planning is a CFP-led RIA providing comprehensive financial planning and investment management for retail clients, including business owners. Planning spans college, tax, insurance, retirement, estate, and investment strategy. Investment implementation commonly uses mutual funds and ETFs with a mix of active and index approaches. Based in Oregon with service presence in Nevada.

Team overview

49 AVG AGE
$29.8M AVG AUM / ADVISOR
$403.1K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Prime Zenith

Client Personas

Bridge

CRM

Value

Custodian

Prime wave Ember atlas

Fund Managers

Quantum Harbor

Investment Themes

Meridian Capital Capital summit Focus delta Legacy eagle

Investment Vehicles

Eagle

Platform

Optima Glacier Signal

Services

Radial unison Element pathway Focus Capital Glacier Capital Wave Pathway

Owner & Executives

RICHARD PERRIS DOUGALL

RICHARD PERRIS DOUGALL

Certified Financial Planner, Chief Compliance Officer, President

CRD
#4722254
Ownership
75% or more
(597) 987-9562
unison.horizon@northcapital.com
in linkedin.com/in/prime-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,832,042 --
Non-Discretionary $0 --
Total $29,832,042 --

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Separately Managed Accounts

Total SMA Asset: $29,832,042

$29.8M Total SMA
Public Funds:
37.7%
U.S. Government/Agency:
16.5%
Cash:
14.6%
Equity - Exchange:
31.2%
Asset class Assets Assets %
Public Funds $1,526,620,686 37.7%
U.S. Government/Agency $668,149,637 16.5%
Cash $591,211,194 14.6%
Equity - Exchange $1,263,410,224 31.2%
Total $4,049,391,741 100.0%

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