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
1901 S Bascom Avenue, Suite 1150, Campbell, CA 95008
https://www.linkedin.com/company/entrustinv/
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, MI

Financial Advisors at Entrust Investment Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kyle McCauley, financial advisor Campbell CA
Kyle J. McCauley
CRD#: 6309847
1901 S Bascom Avenue, Suite 1150, Campbell, CA 95008
2
Roberto Trejo, financial advisor Campbell CA
Roberto A. Trejo
CRD#: 6050826
1901 S Bascom Ave, Suite 1150, Campbell, CA 95008

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals