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Building 2ENTRUITY WEALTH, LLC

Map pinBAKERSFIELD, CA
Phone661-368-8994
NotebookSEC #801-122252
Total AUM
$171.3M
Employees
4
Clients
307

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
8AM - 3PM
Monday - Friday
Phone
661-368-8994

ReceiptFinancials

Total AUM
$171.3M
Accounts
773
Discretionary
$167.7M
Accounts
768
Non-Discretionary
$3.6M
Accounts
5

ContactClients

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Individual Clients
229
AUM
$56.6M
HNW Individual Clients
73
AUM
$106M
Pension/Profit Sharing Plan Clients
1
AUM
$6.5M
Charitable Organization Clients
1
AUM
$806.2K
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNETX

HandshakeAffiliates

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

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