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Nathan Mark Allred

Encompass More Asset Management LLC

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About Nathan Mark Allred

Nathan Mark Allred is an investment advisor representative with Encompass More Asset Management LLC, located in Danville, California. Nathan has been in the financial services industry for over 16 years. Nathan is registered with the state of Utah and holds a Series 65 license. Nathan also has a Series 34 license and a Series 30. Nathan provides portfolio management services to individuals. In addition to Nathan's work with Encompass More Asset Management LLC, Nathan also serves as an investing educator for Trader On The Street, LLC.

Firm Information

Nathan Allred 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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Nathan Allred’s Registration & Firm History

UT

05/30/2024 - Present

Encompass More Asset Management LLC (Payson UT)

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Licenses & Designations

IA

Issued 02/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2009

Series 30 - NFA Branch Manager Examination

BC

Issued 11/18/2011

Series 34 - Retail Off-Exchange FOREX Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Mark Allred.
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