Overview
Assets Under Management: $141 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 44
Average Client Assets: $2.2 million
Frequently Asked Questions
ENTRUST INVESTMENT SERVICES, INC 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 #324860), ENTRUST INVESTMENT SERVICES, INC is subject to fiduciary duty under federal law.
ENTRUST INVESTMENT SERVICES, INC is headquartered in CAMPBELL, CA.
ENTRUST INVESTMENT SERVICES, INC serves 44 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, ENTRUST INVESTMENT SERVICES, INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ENTRUST INVESTMENT SERVICES, INC manages $141 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, ENTRUST INVESTMENT SERVICES, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.82%
Average Client Assets: $2.2 million
Total Client Accounts: 431
Discretionary Accounts: 427
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 324860
Filing ID: 2066091
Last Filing Date: 2026-03-06 17:15:22