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ENTRUST INVESTMENT SERVICES, INC
CRD 324860 · SEC 801-127318
1901 S BASCOM AVENUE, SUITE 1150, CAMPBELL, CA, 95008, United States
Phone
408-429-8444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$141.1M
Discretionary AUM
$139.1M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsQUALIFIED RETIREMENT PLANS INCLUDING 401K PLANS, 403B PLANS, AND PROFIT-SHARING PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $41.3M |
| High net worth individuals | 44 | $98.5M |
| Pension/profit sharing plans | 4 | $1.3M |
All web addresses on file
- https://www.linkedin.com/company/entrustinv/
- https://www.facebook.com/entrustinv
- https://entrustinv.com
- https://www.facebook.com/CoeusFinancial/
- https://www.linkedin.com/company/coeus-financial/
- https://www.coeusfinancial.com/
- https://www.facebook.com/financialresourceacademy
- https://www.instagram.com/financialresourceacademy/
- https://www.financialresourceacademy.org
Official SEC filing: View on IAPD