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Building 2ENTRUITY WEALTH, LLC

Map pinBAKERSFIELD, CA
Phone661-368-8994
NotebookSEC #801-110876
Total AUM
$71M
Employees
3
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11601 BOLTHOUSE DRIVE, SUITE 120
BAKERSFIELD
CA 93311
United States
Operating Hours
6:30AM - 3PM
Monday - Friday
Phone
661-368-8994

ReceiptFinancials

Total AUM
$71M
Accounts
322
Discretionary
$68.7M
Accounts
315
Non-Discretionary
$2.3M
Accounts
7

ContactClients

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Individual Clients
212
AUM
$39.6M
HNW Individual Clients
13
AUM
$24.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$500K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOORTX

HandshakeAffiliates

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

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