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- Custodian
- Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-20-2023
- Office Locations
- 1
Office Locations
About Encore 401k, LLC
Encore 401k is an independent RIA based in Teton Valley/Driggs, Idaho, focused exclusively on qualified retirement plans and 401(k)s for employers and employees across Idaho, Montana, and Wyoming. The firm supports plan evaluation and solution selection, investment menu engineering and monitoring, participant education/enrollment, plan design and restatement, fiduciary compliance, and ongoing reviews—bringing 38 years of industry experience and 4,000+ plan engagements in a region where under 4% of advisors specialize in retirement plans.
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Investment Vehicles
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Owner & Executives
MATTHEW WILLIAM WARD
Chief Compliance Officer, Financial Planner, Vice President
- CRD
- #2130063
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,361,360 | -- |
| Total | $13,361,360 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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