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Steven Jack Hefter

Encompass More Asset Management LLC

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About Steven Jack Hefter

Steven Hefter is a financial advisor with Encompass More Asset Management LLC. Steven is registered with the state of Illinois and Texas and holds a Series 65 license. Steven Hefter has 4+ years of experience in the financial services industry. Steven specializes in working with high-net-worth individuals and other individuals. Steven's firm provides portfolio management services for individuals.

Firm Information

Steven Hefter 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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Steven Hefter’s Registration & Firm History

IL

03/07/2023 - Present

Encompass More Asset Management LLC (Northbrook IL)

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Licenses & Designations

IA

Issued 07/22/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Jack Hefter.
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