Entrust Investment Services, INC

Financial planning in Campbell, CA

SEC registeredNo commissions reported

Call (408) 429-8444 Send a message Map ↗

Public-record details

Address: 1901 S Bascom Avenue, Suite 1150, Campbell, CA 95008
Phone: (408) 429-8444
Listed under: Financial planning, Hourly fees, % of assets managed
CRD number: 324860
Registration: SEC registered since 2024-04-16
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $141.1 million
Accounts managed: 431
Clients reported (Form ADV 5.D): 170
Individual / high-net-worth clients: 122 / 44
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-06

SEC registered investment adviser, CRD 324860, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 324860 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Campbell

Alta Financial Group452 Salmar Ave · Campbell, CA 95008 · (415) 999-7046 · % of assets managedCRD 145001 · % of assets · $6.0 million AUMState registeredNo commissions reported Behage Financial1500 E. Hamilton Avenue, Suite 212 · Campbell, CA 95008 · (408) 425-9132 · Financial planningCRD 155519 · % of assets, Hourly charges · $13.7 million AUMState registeredNo commissions reported Desai Wealth LLC307 Orchard City Drive, Suite 116, Suite 116 · Campbell, CA 95008 · (408) 320-9789 · Financial planningCRD 335226 · % of assets, Hourly charges, Fixed fees · $1.0 million AUMState registeredNo commissions reported Hickok Advisory, LLC2110 S Bascom Ave, Suite 103 · Campbell, CA 95008 · (408) 265-8400 · Financial planningCRD 333663 · % of assets, Hourly charges, Fixed fees · $130,000 AUMState registeredNo commissions reported Mine & Arao Wealth Creation and Management, LLC901 Campisi Way, Suite 140 · Campbell, CA 95008 · (408) 377-7414 · Financial planningCRD 118319 · % of assets, Hourly charges · $338.1 million AUMSEC registeredNo commissions reported Seek First INC.1999 South Bascom Ave, Suite 700 · Campbell, CA 95008 · (866) 398-4044 · Financial planningCRD 312546 · % of assets, Fixed fees · $251.0 million AUMSEC registeredNo commissions reported

All 7 in Campbell →