ENTRUST FINANCIAL LLC
CRD #174694 SEC #801-110230 WAYNE, PA 610-687-3515
SEC Registered
Total AUM
$315.2M
Discretionary
$312.5M
Employees
6
Clients
251
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $315.2M | $312.5M | $2.7M | 6 | 14 |
| Mar 2024 | $266M | $263.9M | $2.2M | 5 | 25 |
| Feb 2024 | $266M | $263.9M | $2.2M | 5 | 25 |
| Jul 2023 | $225M | $223M | $2M | 5 | 0 |
| Jun 2023 | $225M | $223M | $2M | 5 | 0 |
| Mar 2023 | $225M | $223M | $2M | 5 | 0 |
| Mar 2022 | $235.8M | $220M | $15.8M | 5 | 0 |
| Mar 2021 | $194.1M | $181.6M | $12.6M | 5 | 4 |
| Mar 2021 | $194.1M | $181.6M | $12.6M | 5 | 4 |
| Jun 2020 | $168.4M | $155.2M | $13.2M | 4 | 0 |
| Mar 2020 | $168.4M | $155.2M | $13.2M | 4 | 0 |
| Mar 2019 | $136.3M | $126.5M | $9.8M | 4 | 0 |
| Mar 2019 | $136.3M | $126.5M | $9.8M | 4 | 0 |
| Jun 2018 | $136.5M | $125.5M | $10.9M | 4 | 0 |
| Mar 2018 | $136.5M | $125.5M | $10.9M | 4 | 0 |
| Sep 2017 | $104M | $101M | $3M | 4 | 200 |
| Mar 2017 | $104M | $101M | $3M | 4 | 200 |
DateFeb 2025
Total AUM$315.2M
Discretionary$312.5M
Non-Disc.$2.7M
Employees6
Clients14
DateMar 2024
Total AUM$266M
Discretionary$263.9M
Non-Disc.$2.2M
Employees5
Clients25
DateFeb 2024
Total AUM$266M
Discretionary$263.9M
Non-Disc.$2.2M
Employees5
Clients25
DateJul 2023
Total AUM$225M
Discretionary$223M
Non-Disc.$2M
Employees5
Clients0
DateJun 2023
Total AUM$225M
Discretionary$223M
Non-Disc.$2M
Employees5
Clients0
DateMar 2023
Total AUM$225M
Discretionary$223M
Non-Disc.$2M
Employees5
Clients0
DateMar 2022
Total AUM$235.8M
Discretionary$220M
Non-Disc.$15.8M
Employees5
Clients0
DateMar 2021
Total AUM$194.1M
Discretionary$181.6M
Non-Disc.$12.6M
Employees5
Clients4
DateMar 2021
Total AUM$194.1M
Discretionary$181.6M
Non-Disc.$12.6M
Employees5
Clients4
DateJun 2020
Total AUM$168.4M
Discretionary$155.2M
Non-Disc.$13.2M
Employees4
Clients0
DateMar 2020
Total AUM$168.4M
Discretionary$155.2M
Non-Disc.$13.2M
Employees4
Clients0
DateMar 2019
Total AUM$136.3M
Discretionary$126.5M
Non-Disc.$9.8M
Employees4
Clients0
DateMar 2019
Total AUM$136.3M
Discretionary$126.5M
Non-Disc.$9.8M
Employees4
Clients0
DateJun 2018
Total AUM$136.5M
Discretionary$125.5M
Non-Disc.$10.9M
Employees4
Clients0
DateMar 2018
Total AUM$136.5M
Discretionary$125.5M
Non-Disc.$10.9M
Employees4
Clients0
DateSep 2017
Total AUM$104M
Discretionary$101M
Non-Disc.$3M
Employees4
Clients200
DateMar 2017
Total AUM$104M
Discretionary$101M
Non-Disc.$3M
Employees4
Clients200