Entrust Investment Services, Inc
Entrust Investment Services, Inc is an SEC-registered mass-market adviser in Campbell, CA with $141.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Entrust Investment Services, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324860, SEC 801-127318, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $141.1M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Campbell, CA
- Employees
- 3
- Clients
- 170
- CRD
- 324860
- Ownership
- TREJO, ROBERTO, ANTONIO; MCCAULEY, KYLE, JACKSON
How much AUM does Entrust Investment Services, Inc have?
Entrust Investment Services, Inc reported $141.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Entrust Investment Services, Inc?
Disclosed owners and executives of Entrust Investment Services, Inc include TREJO, ROBERTO, ANTONIO, MCCAULEY, KYLE, JACKSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.