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Maxwell Marc Boehm

Encompass More Asset Management LLC

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About Maxwell Marc Boehm

Maxwell Boehm is an investment advisor representative with Encompass More Asset Management LLC, which specializes in portfolio management for individuals. Maxwell Boehm has been in the financial industry for over 10 years and has held positions at several firms, including Global View Capital Management, LLC and Du Charme Financial & Business Solutions, LLC. Maxwell Boehm holds a Series 65 license.

Firm Information

Maxwell Boehm 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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Maxwell Boehm’s Registration & Firm History

CA

09/09/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

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Licenses & Designations

IA

Issued 12/29/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maxwell Marc Boehm.
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