Entrust Investment Services, Inc
● SEC registered since 2024CRD 324860SEC# 801-127318Campbell, CA
Reg. AUM
$141.1M
Employees
3
Accounts
431
Location
Campbell, CA
Entrust Investment Services, Inc assets under management
Entrust Investment Services, Inc is an SEC-registered investment adviser based in Campbell, CA. The firm has been registered since 2024. It reports $141.1 million in regulatory assets under management and employs 3 people.
Entrust Investment Services, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Jackson McCauley Control | Chief Compliance Officer | 50-75% | 2023 |
| Roberto Antonio Trejo Control | Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does Entrust Investment Services, Inc manage?
Entrust Investment Services, Inc reports $141.1 million in regulatory assets under management on its Form ADV.
How many employees does Entrust Investment Services, Inc have?
Entrust Investment Services, Inc reports 3 employees.
Where is Entrust Investment Services, Inc located?
Entrust Investment Services, Inc is based in Campbell, CA and has been SEC-registered since 2024.
Does Entrust Investment Services, Inc disclose fund performance?
Entrust Investment Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1901 S Bascom Avenue, Suite 1150, Campbell, CA 95008 |
| Phone | 408-429-8444 |
| Office hours | 9a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$141.1Mregulatory AUM
Discretionary $139.1MNon-discretionary $2M