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David Madey Grzesk

Encompass More Asset Management LLC

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About David Madey Grzesk

David Grzesk is an investment advisor representative associated with Encompass More Asset Management LLC. David holds the Series 6, Series 63, and Series 65 licenses and has been in the industry since 1999. David is registered to provide investment advisory services in Texas and Wisconsin. David also works for AFLAC and is a licensed Independent Insurance Agent. David has prior experience with Simmers Capital Management Corporation.

Firm Information

David Grzesk 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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David Grzesk’s Registration & Firm History

WI

09/09/2024 - Present

Encompass More Asset Management LLC (NEW BERLIN WI)

AZ

10/22/1999 - 12/22/1999

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 02/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Madey Grzesk.
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