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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Ong is an investment advisor representative with Encompass More Asset Management LLC. Erik Ong is registered with the state of California and has been in the industry since October 2013. Erik Ong has passed the Uniform Investment Adviser Law Examination and has a Series 65 license. Erik Ong specializes in providing portfolio management services to individuals. The firm manages assets for approximately 2,835 accounts with approximately $228 million in assets under management. Erik Ong is also a salesperson for EO Financial and Insurance Services, providing life insurance and annuities and a contractor for ERC Specialists, LLC, informing business owners about the Employee Retention Credit and assisting with qualification.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
08/31/2022 - Present
Encompass More Asset Management LLC (San Diego CA)
IA
Issued 05/09/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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