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Lucy Elizabeth Matsumoto

Encompass More Asset Management LLC

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About Lucy Elizabeth Matsumoto

Lucy Matsumoto is a registered investment advisor representative. Lucy is a financial professional who works with individuals and families to develop personalized financial plans. Lucy has a background in the financial services industry and has experience providing investment advice to a range of clients. Lucy is a registered representative of Encompass More Asset Management LLC and has been in the business for a little over 6 years. Lucy’s work includes providing investment advice, financial planning, and portfolio management. Lucy is dedicated to providing her clients with the highest level of service and is committed to helping them achieve their financial goals. Lucy is also registered with Transamerica Financial Advisors, Inc. and holds several professional designations and licenses, including Series 6, 63, 65 and 26.

Firm Information

Lucy Matsumoto 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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Lucy Matsumoto’s Registration & Firm History

CA

06/18/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

CA

08/02/2017 - 06/13/2024

TRANSAMERICA FINANCIAL ADVISORS, INC (Valencia CA)

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Licenses & Designations

IA

Issued 02/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucy Elizabeth Matsumoto.
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