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| Keyboard |
| Entrust Investment Services Inc
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|---|---|
| CRD # | 324860 |
| SEC # | 801-127318 |
| CIK # | |
| AUM | 141.1 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 408-429-8444 |
| Address | 1901 S Bascom Avenue Campbell, CA 95008 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 41.3 |
| (b) Individuals (high net worth individuals) | 44 | 98.5 |
| (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 | 4 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 431 | 141.1 |
| By Discretionary | ||
| Discretionary | 427 | 139.1 |
| Non-Discretionary | 4 | 2.0 |
| Total | 431 | 141.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.1 | |
| Total | 431 | 141.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail, Research |
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|---|---|---|
|
White Oak Financial Management Inc
✚
|
NC | 143.5 M |
|
Arthur Stein Financial LLC
✚
|
MD | 141.2 M |
|
Vertis Wealth LLC
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IL | 140.7 M |
|
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140.3 M | |
|
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139.4 M | |
|
Twenty Twenty Investment Advisors LLC
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139.0 M | |
|
Box Hill Private Wealth
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137.5 M | |
|
Black Walnut Wealth Management LLC
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|
MI | 136.8 M |
|
Aventus Investment Advisors Inc
✚
|
FL | 136.5 M |
|
IA Private Wealth USA Inc
✚
|
135.1 M |