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Arthur A Isberg

Encompass More Asset Management LLC

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About Arthur A Isberg

Arthur Isberg is a financial professional with over 20 years of experience in the industry. Arthur has a broad range of experience in the financial services industry, including roles with Janus Henderson Investors and Ares Wealth Management Solutions. Arthur holds a Series 6, 7, 63, 66, 26, and SIE licenses. Arthur currently works with Encompass More Asset Management LLC, a firm located in Danville, CA. Arthur is a licensed independent insurance agent and is also a partner/investor for IM Ventures, LLC. Arthur provides investment advisory services for individuals.

Firm Information

Arthur Isberg is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arthur Isberg’s Registration & Firm History

CO

08/16/2024 - Present

Encompass More Asset Management LLC (Parker CO)

CO

04/08/2019 - 12/14/2021

ARES WEALTH MANAGEMENT SOLUTIONS, LLC (DENVER CO)

CO

01/19/2004 - 04/12/2019

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

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Licenses & Designations

BOTH

Issued 07/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/15/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur A Isberg.
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