| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Gordon Llewelyn | Research Analyst & Portfolio Associate, Shareholder | 5-10% | 2024 |
| Jennifer Mary Bravo Control | Principal & Chief Compliance Officer | 25-50% | 2024 |
| Joseph Martinez | Associate Investment Advisor, Shareholder | 5-10% | 2024 |
Entrust Financial LLC reports $315.2 million in regulatory assets under management on its Form ADV.
Entrust Financial LLC reports 6 employees.
Entrust Financial LLC is based in Wayne, PA and has been SEC-registered since 2017.
Entrust Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 487 Devon Park Drive, Suite 216, Wayne, PA 19087 |
| Phone | 610-687-3515 |
| Fax | 610-687-3595 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $312.5M |
| Non-discretionary | $2.7M |
| Total (RAUM) | $315.2M |