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ENTRUITY WEALTH, LLC

Tel: 661-368-8994
11601 Bolthouse Drive, Suite 120
Bakersfield, California  93311

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ENTRUITY WEALTH, LLC

ENTRUITY WEALTH, LLC is a Bakersfield, California based financial advisory firm with nearly $128,578,674 in assets under management and provides investment advisory services for 707 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

288331

SEC#:

801-122252

No. of Clients:

707

Assets under Management

$128,578,674

No. of Advisors:

4

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