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, SEC‑registered RIA established in 2017 and organized as a limited liability company owned by an individual. The firm serves both individuals and families as well as institutional clients, and it functions as a capital allocator—sourcing and allocating to third‑party managers in addition to managing client portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is primarily a percentage of assets under management with the option to bill hourly for certain services. Entrust 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%
Contacts
3 of 5
Joslyn 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 85Active vs passive
$131M in ETFs
58%
$75.2M
41%
$55.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $21.4M | 57,729 | 16.34% |
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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