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Christopher Michael Chatto

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is a regional vice president at Appreciation Insurance and Financial Services, selling fixed, index, and life insurance, dedicating minimal time. He is also the president of Encompass More Insurance Services, spending a few hours per week, and president of Chatto Financial Group, spending minimal time. Finally, Christopher is President & CCO of Encompass More Asset Management, LLC, dedicating full-time hours.

Employment History
Current Registrations
Encompass More Investments, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Encompass More Asset Management LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Verity Asset Management
November 2018 - November 2022 · 4 yrs
Verity Investments, INC.Broker
November 2018 - August 2022 · 3 yrs 9 mos
Client One Securities LLC
November 2015 - November 2018 · 3 yrs
Client One Securities LLCBroker
September 2015 - November 2018 · 3 yrs 2 mos
State Registrations30 states
AZCACOCTFLGAHIIDILINKSLAMDMENCNHNJNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.