Entrust Investment Services, Inc.
Entrust Investment Services, Inc. (CRD# 324860) is a financial advisory firm headquartered in Campbell, CA. They manage $91,572,146 in 121 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management92MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$756,795
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MI
Financial Advisors at Entrust Investment Services, Inc.
1
2
Roberto Trejo (CRD# 6050826) is an Investment Advisor Representative working at Entrust Investment Services, Inc. in Campbell, CA and has over 12 years of experience in the finance industry.
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