The Entrust Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

The Entrust Group is a midsize financial services firm based in Oakland, California. It offers self-directed IRAs that allow investors to deploy 401(k) or IRA funds into assets such as real estate, private equity, precious metals, and other IRS-permitted investments. Unlike conventional IRAs, which are typically limited to stocks and bonds, self-directed accounts give investors access to a broader range of assets, enabling diversification and greater control while preserving the conventional tax advantages of an IRA.

The company counts more than 24,000 investors and administers over $5 billion in assets, reflecting more than four decades in the industry. It provides an online portal designed to support rapid transactions and straightforward portfolio management. In 2024, Entrust announced leadership changes, including Tim Bailey being named Director of Marketing and Caroline Baldwin promoted to Chief Operating Officer.

Find The Entrust Group employees' phone numbers or email addresses

The Entrust Group Global Highlights

Location
Employees

North America
94

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  • United States Of America
    93
  • Canada
    1

Asia
5

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  • Sri Lanka
    2
  • Philippines
    1
  • Bangladesh
    1
  • India
    1

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Albania
    1
  • Belarus
    1

The Entrust Group's Leadership

  • Stylized image of a person
    C. B.
    Owner
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  • Stylized image of a person
    T. L.
    Accounting And Billing Manager
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  • Stylized image of a person
    K. T.
    Assistant Manager - Administration
    Phone icon
  • Stylized image of a person
    S. D. S.
    Senior Marketing Executive
    Phone icon
  • Stylized image of a person
    T. C.
    Planned Career Break
    Phone icon
  • Stylized image of a person
    R. T.
    Investment Associate
    Phone icon
  • Stylized image of a person
    A. C.
    Marketing Administrative Assistant
    Phone icon
  • Stylized image of a person
    A. C.
    Salesforce Administrator Developer
    Phone icon

The Entrust Group Employee Metrics

100%
50%
0%
2026
2025
  • Operations
  • Business Development
  • Accounting
  • Real Estate
  • Engineering
  • Other
  • Finance
  • Banking
  • Business
  • Human Resources
  • Community & Social Services

Contact profiles from The Entrust Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Owner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. L.
    Accounting And Billing Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. T.
    Assistant Manager - Administration
    Phone icon
    Sri Lanka
    Jul 07, 2026
  • Stylized image of a person
    S. D. S.
    Senior Marketing Executive
    Phone icon
    Sri Lanka
    Mar 23, 2026
  • Stylized image of a person
    T. C.
    Planned Career Break
    Phone icon
    Jan 15, 2026
  • Stylized image of a person
    R. T.
    Investment Associate
    Phone icon
    Bay
    May 30, 2026
  • Stylized image of a person
    A. C.
    Marketing Administrative Assistant
    Phone icon
    Sep 09, 2025
  • Stylized image of a person
    A. C.
    Salesforce Administrator Developer
    Phone icon
    Jun 25, 2025
  • Stylized image of a person
    D. P.
    Real Estate Associate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    F. T.
    Front Desk Receptionist
    Phone icon
    Apr 23, 2025

Frequently Asked Questions

What is The Entrust Group known for?

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The Entrust Group was founded in 1981 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore The Entrust Group's company overview page for more information.

What is The Entrust Group's most common email format?

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The Entrust Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Entrust Group email formats with LeadIQ.

How many employees does The Entrust Group have currently?

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The Entrust Group has approximately 99 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are The Entrust Group's key employees and leadership?

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As of July 2026, The Entrust Group's key employees include:

  • Owner: C. B.
  • Accounting And Billing Manager: T. L.
  • Assistant Manager - Administration: K. T.
  • Senior Marketing Executive: S. D. S.
  • Planned Career Break: T. C.

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