ENTRUST INVESTMENT SERVICES, INC
CRD #324860 SEC #801-127318 CAMPBELL, CA 408-429-8444
SEC Registered
Total AUM
$118.3M
Discretionary
$117.5M
Employees
3
Clients
26
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $118.3M | $117.5M | $856K | 3 | 0 |
| Apr 2024 | $91.6M | $91.6M | $0 | 3 | 0 |
| Aug 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| Aug 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| Jul 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| May 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| May 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| May 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| May 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| May 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| May 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| Mar 2023 | $114.3M | $114.3M | $0 | 3 | 0 |
| Feb 2023 | $49.5M | $49.5M | $0 | 1 | 0 |
| Jan 2023 | $49.5M | $49.5M | $0 | 1 | 0 |
| Jan 2023 | $41.8M | $41.8M | $0 | 1 | 0 |
DateMar 2025
Total AUM$118.3M
Discretionary$117.5M
Non-Disc.$856K
Employees3
Clients0
DateApr 2024
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$41.8M
Discretionary$41.8M
Non-Disc.$0
Employees1
Clients0