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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCAULEY, KYLE, JACKSON | I | CHIEF COMPLIANCE OFFICER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
| TREJO, ROBERTO, ANTONIO | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
CA MI NH TX WA
Address
1901 S BASCOM AVENUESUITE 1150
CAMPBELL, CA 95008
United States
Phone: 408-429-8444