The Entrust Group is a self-directed IRA third party administrator that has undergone many changes since the company was founded back in 1982. The most recent change happened in 2011 when the company decided to end the franchise model. This was a significant event in the self-directed IRA industry as many of Entrust’s franchisees opted to transition their Entrust franchises into their own self-directed IRA companies – rather than selling their businesses back to Entrust. This has drastically increased the number of self-directed IRA providers for investors to choose from.
The Entrust Group believes in a face-to-face model, where investors are encouraged to visit a local Entrust office in order to set up their self-directed IRAs. As a result Entrust operates 7 offices across the country, and has plans to open more over the coming years. The Entrust Group’s corporate office is located in Oakland, CA. The Entrust Group has been in business since 1982
The Entrust Group Licensing:
Custodial type: Third Party Administrator
Custodian Partner: Provident Trust Group
The Entrust Group Clients:
Clients: 25,000+
Assets under custody: ?
Client Protections
Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: April 5, 2001
To view the complaints brought against The Entrust Group, view the company’s BBB profile.
The Entrust Group Leadership & Staff:
Founder & CEO: Hugh Bromma
Staff size: 56
The Entrust Group Corporate Headquarters Location:
555 12th St Ste 1250
Oakland, CA 94607
Fee Schedule for The Entrust Group Self-Directed IRAs
The fee schedule for Entrust’s self-directed IRA accounts can be found here.
Other Products Offered By The Entrust Group:
HSA
ESA
The Entrust Group Contact Information
Phone: 800-392-9653
Fax: 510-587-0960
Email: teg@theentrustgroup.com
Website: theentrustgroup.com
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on The Entrust Group which warrants addition to this page, please email us at info@nuwireinvestor.com.
Tom Carlson says:
Hi
I was given rebekkahs name and email but it keeps bouncing back. I need either Rebekkah or some one else to contact me about setting up an IRA.
I was given her name by two of her clients. Please contact me ASAP.
Tom
charles simkins says:
Do you have an office in the Tampa bay area ? I am interested in an IRA custodian for stock private placement in Panama.
admin says:
The Entrust Group does not currently have an office in Florida. Here is a list of their current locations: http://www.theentrustgroup.com/locations-login/.
That being said, I wouldn’t let location necessarily be what steers you in selecting a custodian. Most custodians today are pretty good at conducting business over the internet & phone.
William B. Bass, Jr. says:
Your closest office to Hoover, Alabama