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ENTRUST INVESTMENT MANAGEMENT LLC

2401 Tower Drive
Monroe, Louisiana 71201
Tel: 318-322-7157

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About ENTRUST INVESTMENT MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#111283
SEC#801-56888
Assets Managed by Firm$12,703,993
No. of Clients20
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total20$12,703,993
Individuals (other than high net worth individuals)4$1,015,841
High net worth individuals8$11,688,152

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