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

53 Bay St, 2nd FL, Winslow, ME, 04901

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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 Activities

Anima is a director at Anima CPA, providing tax services. She also owns and manages three restaurants: Asian Cafe, Asian Noodle Bowl, and Splash of Thai, overseeing daily operations, marketing, HR, and finances.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2024 - Present · 1 yr 5 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.
Anima Nikonthet - Financial Advisor | TrueAdvisor