Overview
Assets Under Management: $315 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Frequently Asked Questions
ENTRUST FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174694), ENTRUST FINANCIAL LLC is subject to fiduciary duty under federal law.
ENTRUST FINANCIAL LLC is headquartered in WAYNE, PA.
ENTRUST FINANCIAL LLC serves 98 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, ENTRUST FINANCIAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ENTRUST FINANCIAL LLC manages $315 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, ENTRUST FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.21
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 850
Discretionary Accounts: 836
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 174694
Last Filing Date: 2025-02-19 00:00:00
Website: https://entrustfinancial.com