ENTRUST INVESTMENT SERVICES, INC

CAMPBELL, California·2 registered advisors·CRD# 324860
SEC# 801-1273181408-429-8444
01

Firm Overview

AUM
$92M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ENTRUST INVESTMENT SERVICES, INC

2 registered advisors
Kyle Jackson Mccauley
CAMPBELL, California
Roberto Antonio Trejo
CAMPBELL, California
05

Office Locations

CAMPBELL, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ENTRUST INVESTMENT SERVICES, INC (CRD# 324860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.