ENTRUST INVESTMENT SERVICES, INC
Tel: 408-429-8444 1901 S Bascom Avenue Suite 1150 Campbell, California 95008
About ENTRUST INVESTMENT SERVICES, INC
ENTRUST INVESTMENT SERVICES, INC is a Campbell, California based financial advisory firm with nearly $91,572,146 in assets under management and provides investment advisory services for 121 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
324860
Firm SEC#:
801-127318
Assets Under Management:
$91,572,146
No. of Clients:
121
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (QUALIFIED RETIREMENT PLANS INCLUDING 401K PLANS, 403B PLANS, AND PROFIT-SHARING PLANS)
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