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ENTRUST FINANCIAL LLC
ENTRUST FINANCIAL LLC
WAYNE, Pennsylvania
·
5 registered advisors
·
CRD# 174694
SEC# 801-110230
0
610-687-3515
01
Firm Overview
AUM
$266M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ENTRUST FINANCIAL LLC
5 registered advisors
Jay Gordon Llewelyn
WAYNE, Pennsylvania
CRD# 6666235
Jennifer Mary Bravo
WAYNE, Pennsylvania
CRD# 5857778
Joseph Martinez
WAYNE, Pennsylvania
CRD# 5541551
Joslyn Gail Ewart
WAYNE, Pennsylvania
CRD# 2232801
Mckenzie Jane Frankel
WAYNE, Pennsylvania
CRD# 4991378
05
Office Locations
WAYNE, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. ENTRUST FINANCIAL LLC (CRD# 174694) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.