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Encompass Advisory Services, LLC

EST. AUM
$121,263,796

CONTACTS
9

CLIENT ACCOUNTS
1,007

Firm Details

Metro area Houston
CRD Number 283574
Website easadvice.com
Client types

Overview

Encompass Advisory Services, LLC is a Texas-based registered investment advisory firm founded in November 2015. Owned and led by Jason W. Ceyanes, Sr., the firm offers a comprehensive suite of services including financial planning, investment advisory, and consulting. Operating under a fiduciary standard, Encompass tailors its services to the unique needs of individuals, families, and institutions, providing detailed strategies to address various areas such as retirement, tax, estate, insurance, and investment planning. The firm engages with clients through written agreements, ensuring transparency and alignment of interests. Encompass Advisory Services is also active in educational outreach, hosting complimentary seminars and distributing publications on timely financial topics.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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