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Michael Allen Degan

Encompass More Asset Management LLC

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About Michael Allen Degan

Michael Allen Degan is an Investment Advisor Representative registered with Encompass More Asset Management LLC. Michael is registered with the state of Texas. Michael is based in LAKE JACKSON, Texas and works out of the firm's LAKE JACKSON branch office. Michael has been in the industry since 2007. Michael has passed the Uniform Investment Adviser Law Examination. Michael is also licensed to sell insurance and annuities. Michael is a member of the firm's team that provides financial planning and portfolio management services to individual and high-net-worth clients.

Firm Information

Michael Degan 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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Michael Degan’s Registration & Firm History

TX

06/10/2024 - Present

Encompass More Asset Management LLC (LAKE JACKSON TX)

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Licenses & Designations

IA

Issued 06/01/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Allen Degan.
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