|
⚲
|
| Entrust Financial LLC
✚
| |
|---|---|
| CRD # | 174694 |
| SEC # | 801-110230 |
| CIK # | |
| AUM | $266.0 MM (2024-03-04) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 610-687-3515 |
| Address | 487 Devon Park Drive Wayne, PA 19087 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 90.6 |
| (b) Individuals (high net worth individuals) | 81 | 172.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 266.0 |
| By Discretionary | ||
| Discretionary | 792 | 263.9 |
| Non-Discretionary | 14 | 2.2 |
| Total | 806 | 266.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.0 | |
| Total | 806 | 266.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stewardship Advisory Group LLC
✚
|
FL | 0.3 |
|
Braeburn Wealth Management LLC
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|
MI | 0.3 |
|
Redwood Private Wealth LLC
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|
AZ | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
The Stolper Company LLC
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|
OK | 0.3 |
|
Grandview Asset Management LLC
✚
|
PA | 0.3 |
|
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
|
Raleigh Capital Management Inc
✚
|
NC | 0.3 |
|
Fireside Capital Advisors Inc
✚
|
TX | 0.3 |