ENTRUST INVESTMENT SERVICES, INC

ENTRUST INVESTMENT SERVICES, INC of CAMPBELL, CA is an SEC-registered investment adviser (CRD 324860). Regulatory assets under management: $141.1M.

Registration

• CRD: 324860
• SEC file number: 801-127318
• Type: Registered investment adviser
• Location: 1901 S BASCOM AVENUE, SUITE 1150, CAMPBELL, CA, 95008
• Phone: 408-429-8444
• Latest filing: 2026-03-06
• Regulatory AUM: $141.1M
• Discretionary AUM: $139.1M
• Non-discretionary AUM: $2.0M
• Clients: 3
• Accounts: 431

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324860 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search