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| Happy Holidays!! thanks for using AUM13F!! |
| Entrust Investment Services Inc
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| CRD # | 324860 |
| SEC # | 801-127318 |
| CIK # | |
| AUM | $118.3 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 408-429-8444 |
| Address | 1901 S Bascom Avenue Campbell, CA 95008 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 38.6 |
| (b) Individuals (high net worth individuals) | 38 | 79.5 |
| (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 | 1 | 0.3 |
| (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 | 403 | 118.3 |
| By Discretionary | ||
| Discretionary | 397 | 117.5 |
| Non-Discretionary | 6 | 0.9 |
| Total | 403 | 118.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.3 | |
| Total | 403 | 118.3 |
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|---|---|---|
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
Eagleson Arndt Financial Advisors LLC
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|
CA | 0.1 |
|
Chartered Advisory Group Inc
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PA | 0.1 |
|
Plan First Wealth LLC
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0.1 | |
|
NorthStar Financial Management Inc
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|
ID | 0.1 |
|
Kaltbaum Capital Management LLC
✚
|
0.1 | |
|
Arthur Stein Financial LLC
✚
|
MD | 0.1 |
|
Personal Money Planning LLC
✚
|
TX | 0.1 |
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
Trifound Advisory LLC
✚
|
MI | 0.1 |