Michael Anthony Portincaso
Investment adviser representative at Encompass More Asset Management LLC
9 yearsExperience
2 statesRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Encompass More Asset Management LLCAug 2022 to now
- Appreciation FinancialFeb 2022 to now
- Verity Asset ManagementMay 2022 to Dec 2022
- Ed&f Man Capital Markets IncJan 2021 to Feb 2022
- UnemployedDec 2020 to Jan 2021
- Mizuho Securities USA LLCJan 2019 to Nov 2020
- Bgc Financial LPDec 2013 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2860028
- Firm CRD
- 322382