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ENTRUST FINANCIAL LLC
CRD 174694 · SEC 801-110230
487 DEVON PARK DRIVE, SUITE 216, WAYNE, PA, 19087, United States
Phone
610-687-3515
Fax
610-687-3595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$350.9M
Discretionary AUM
$347.9M
Team
6 total employees; 5 advisory reps; 18 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $95.5M |
| High net worth individuals | 89 | $253.6M |
| Charitable organizations | 2 | $1.6M |
| Corporations/business entities | 2 | $256K |
States served
DE, MA, NJ, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD