ENTRUST INVESTMENT SERVICES, INC
Adviser information for ENTRUST INVESTMENT SERVICES, INC last updated from Form ADV on August 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 76 | $114.3M |
| Non-Discretionary | 0 | $0 |
| Total | 76 | $114.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 4 | $51,225 |
| HNW Individuals | 71 | $71.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $42.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshopsQUALIFIED RETIREMENT PLANS INCLUDING 401K PLANS, 403B PLANS, AND PROFIT-SHARING PLANS |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-127318 |
|---|---|
| SEC ERA File Number | 801-127318 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324860 |
| Legal Entity Identifier | None |
Principal Office
1901 S BASCOM AVENUESUITE 1150
CAMPBELL
CA
United States
Monday - Friday, 9AM - 4:30PM
Tel: 408-429-8444, Fax: None
Chief Compliance Officer
KYLE J MCCAULEY
OWNER
115 MICHAEL RD
LAPEER
MI
United States
Tel:
2489051676
C*********@*************M
(Full email address available in API data)
Regulatory Contact
ROBERT TREJO
OWNER
1901 S BASCOM AVE
SUITE 1150
CAMPBELL
CA
United States
Tel:
5104105318
R*****@*************M
(Full email address available in API data)
Industry Affiliates
| COEUS FINANCIAL & INSURANCE SERVICES INC | Insurance company or agency |
| KYLE J MCCAULEY, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCCAULEY, KYLE, JACKSON | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | 50-75% |
| TREJO, ROBERTO, ANTONIO | Individual | – | MANAGING MEMBER | 04/2023 | 50-75% |