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Building 2ENTRUST INVESTMENT SERVICES, INC

Map pinCAMPBELL, CA
Phone408-429-8444
NotebookSEC #801-127318
Total AUM
$141.1M
Employees
3
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 S BASCOM AVENUE
SUITE 1150
CAMPBELL
CA 95008
United States
Operating Hours
9AM - 4:30PM
Monday - Friday
Phone
408-429-8444
Other Offices
1

ReceiptFinancials

Total AUM
$141.1M
Accounts
431
Discretionary
$139.1M
Accounts
427
Non-Discretionary
$2M
Accounts
4

ContactClients

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Individual Clients
122
AUM
$41.3M
HNW Individual Clients
44
AUM
$98.5M
Pension/Profit Sharing Plan Clients
4
AUM
$1.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
QUALIFIED RETIREMENT PLANS INCLUDING 401K PLANS, 403B PLANS, AND PROFIT-SHARING PLANS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMINHTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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