2401 Tower Drive
Monroe, Louisiana 71201
Tel: 318-322-7157
ENTRUST INVESTMENT MANAGEMENT LLC, formally registered with the SEC as ENTRUST INVESTMENT MANAGEMENT LLC. The firm was established in 09/28/1999. They have over 1 offices throughout the country.
ENTRUST INVESTMENT MANAGEMENT LLC is a Monroe, Louisiana based Financial Planning firm with nearly $12,703,993 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111283 |
SEC# | 801-56888 |
Assets Managed by Firm | $12,703,993 |
No. of Clients | 20 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20 | $12,703,993 |
Individuals (other than high net worth individuals) | 4 | $1,015,841 |
High net worth individuals | 8 | $11,688,152 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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