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ENTRUST INVESTMENT MANAGEMENT LLC
2401 Tower Drive
Monroe, Louisiana 71201
Tel: 318-322-7157
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 Status | Approved |
|---|---|
| Firm CRD# | 111283 |
| SEC# | 801-56888 |
| Assets Managed by Firm | $12,703,993 |
| No. of Clients | 20 |
| No. of Advisors | 4 |
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 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 |
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|---|---|---|---|
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
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