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Financial Advisor
California
Campbell
ENTRUST INVESTMENT SERVICES, INC

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

No. of Advisors:

3

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)

Fee Structure:

A percentage of AUM, Hourly charges

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