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Levi Joshua Allison

Encompass More Asset Management LLC

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About Levi Joshua Allison

Levi Joshua Allison is an investment advisor representative at Encompass More Asset Management LLC. He holds the Series 65 license. Levi has been in the financial services industry since 2014. In addition to his work with Encompass More Asset Management LLC, Levi is also an Independent Insurance Agent and co-founder of AMM Global LLC. Encompass More Asset Management LLC manages over $228 million in assets for 2,835 clients. They provide portfolio management for individuals.

Firm Information

Levi Allison 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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Levi Allison’s Registration & Firm History

CA

09/18/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Levi Joshua Allison.
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