ENTRUST FINANCIAL LLC

ENTRUST FINANCIAL LLC of WAYNE, PA is an SEC-registered investment adviser (CRD 174694). Regulatory assets under management: $350.9M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (10)

NameRoleLocation
Joseph MartinezASSOCIATE INVESTMENT ADVISOR, SHAREHOLDERDunwoody, GA
Joslyn Gail EwartFOUNDER
Mckenzie Jane FrankelPRINCIPAL
Jennifer Mary BravoPRINCIPAL & CHIEF COMPLIANCE OFFICER
Jay Gordon LlewelynRESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER
EWART JOSLYN GAILCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; FOUNDER
FRANKEL MCKENZIE JANEMANAGING MEMBER; PRINCIPAL
MARTINEZ ALBERT JOSEPHASSOCIATE INVESTMENT ADVISOR, SHAREHOLDER
BRAVO JENNIFER MARYINVESTMENT ADVISOR, SHAREHOLDER; PRINCIPAL & CHIEF COMPLIANCE OFFICER
Llewelyn Jay GordonRESEARCH ANALYST & PORTFOLIO ASSOCIATE, SHAREHOLDER

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