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Building 2ENTRUST FINANCIAL LLC

Map pinWAYNE, PA
Phone610-687-3515
NotebookSEC #801-110230
Total AUM
$350.9M
Employees
6
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
487 DEVON PARK DRIVE
SUITE 216
WAYNE
PA 19087
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
610-687-3515

ReceiptFinancials

Total AUM
$350.9M
Accounts
855
Discretionary
$347.9M
Accounts
841
Non-Discretionary
$3M
Accounts
14

ContactClients

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Individual Clients
175
AUM
$95.5M
HNW Individual Clients
89
AUM
$253.6M
Charitable Organization Clients
2
AUM
$1.6M
Corporation or Business Clients
2
AUM
$255.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMANCNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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