ENTRUST FINANCIAL LLC
Firm details
- Headquarters
- WAYNE, Pennsylvania
- CRD number
- 174694
- Registered since
- April 3, 2017
- Website
- www.entrustfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.26%
- Individuals27.23%
- Charitable Organizations0.45%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Entrust Financial LLC is an independent, privately owned registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its compensation model combines a percentage-of-assets-under-management fee with hourly charges. Entrust identifies itself as a capital allocator and does not present itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Contacts
3 of 5JOSLYN EWART
Founding PrincipalCRD 2232801
JOSEPH MARTINEZ
Financial Planner AssociateCRD 5541551
JENNIFER BRAVO
Principal & Investment AdvisorCRD 5857778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$122M in ETFs
58%
$70.5M
41%
$51.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $19.7M | 61,535 | 16.20% |
Location
WAYNE, PA
DELAWARE
Location
WAYNE, PA
Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 487 Devon Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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