| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Jackson McCauley Control | Chief Compliance Officer | 50-75% | 2023 |
| Roberto Antonio Trejo Control | Managing Member | 50-75% | 2023 |
Entrust Investment Services, Inc reports $118.3 million in regulatory assets under management on its Form ADV.
Entrust Investment Services, Inc reports 3 employees.
Entrust Investment Services, Inc is based in Campbell, CA and has been SEC-registered since 2024.
Entrust Investment Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1901 S Bascom Avenue, Suite 1150, Campbell, CA 95008 |
| Phone | 408-429-8444 |
| Office hours | 9a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $117.5M |
| Non-discretionary | $856K |
| Total (RAUM) | $118.3M |