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- Custodian
- Assetmark · Charles Schwab & Company · Jackson National Life · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2023
- Office Locations
- 1
Office Locations
About Entrust Investment Services, INC
Entrust Investment Services, Inc. is a Campbell, CA RIA serving private clients with personalized financial planning and discretionary portfolio management. The firm builds custom, tax-aware portfolios designed around income and cash-flow needs and avoids model portfolios, applying 14 individualizing factors per household. Portfolios commonly use ETFs alongside investment-grade fixed income; Schwab is a key custodian.
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Owner & Executives
KYLE JACKSON MCCAULEY
Chief Compliance Officer, Investment Advisor
- CRD
- #6309847
- Ownership
- 50% but less than 75%
ROBERTO ANTONIO TREJO
Managing Director, Managing Member
- CRD
- #6050826
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,081,352 | $325,717 |
| Non-Discretionary | $1,980,487 | $495,122 |
| Total | $141,061,839 | $327,290 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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