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, individually owned RIA that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC‑registered (registered in 2017) and bills clients primarily as a percentage of assets under management, with hourly advisory options available for certain engagements. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$179M in ETFs
59%
$105M
40%
$74.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $23.4M | 62,497 | 13.03% |
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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