The Entrust Group: Detailed Company Information & Corporate Profile
Summary
The Entrust Group was founded in 1981 and is headquartered in Oakland, California. As an independent finance firm, it generates between $50 million and $100 million in revenue and employs 100‑200 professionals to serve clients nationwide.
Specializing in a wide array of retirement and alternative investment products, The Entrust Group offers self‑directed IRA solutions—including Roth, Traditional, SEP, SIMPLE, and Individual 401(k) checkbook accounts—as well as real‑estate IRAs, precious metals and gold IRAs, private equity SDIRAs, Health Savings Accounts (HSAs), Educational Savings Accounts (ESAs), and comprehensive investor education services.
The company’s leadership team includes Director of Operations Tim Bailey, IT Director Artur Varvashin, Executive Vice President Cyndi McIntyre, Chief Operating Officer Caroline Baldwin, and a suite of specialists who ensure robust operational support and client service across its portfolio of retirement investing and IRA administration offerings.
| The Entrust Group Website | theentrustgroup.com |
| Social Links |    |
| Phone Number | 800-392-9653 |
| Industries | |
| The Entrust Group Headquarters Address | 555 12th Street, Oakland, California, 94607 US |
| Company Size | 100-200 employees |
| Specialities & Services | Self-Directed Retirement Plans, Real Estate IRA, Self-Directed IRA, Investor Education, Health Savings Accounts (HSAs), Educational Savings Accounts (ESAs), Alternative Investments, Gold IRA, Individual 401(k), SEP IRA, SIMPLE IRA, Self-Directed Roth IRA Custodian, Self-Directed IRA Real Estate, Self-Directed Precious Metals IRA, Private Equity SDIRA, SDIRA, Self-Directed IRA Real Estate Custodian, Retirement Investing, IRA Administrator, Checkbook LLC Self-Directed IRA |
| SIC Code | 6282, 6199 |
| NAICS Code | 523920 Portfolio Management, 523930 Investment Advice |
| DMA Code | San Francisco Bay Area |
| Founded | 1981 |
| Estimated Annual Revenue | $50M - 100M |
| Operating Status | Independent Company |
| Updated: | 2026-09-14 |
The Entrust Group Org Chart
Chief Executive Officer
C-Level
Chief Operating Officer
Chief Financial Officer
Chief Financial Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1989 | Public Company | 100 - 250 | |
| 2015 | Privately Held | 1 - 25 | |
| 2018 | Privately Held | 25 - 100 | |
| 2000 | Privately Held | 250 - 500 |
Estimated Website Traffic
The chart shows a growth in traffic to the theentrustgroup.com website. In August, traffic increased to 83559, compared to 70842 in the previous month. The highest traffic in 2026 was recorded in August, reaching 83559 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
The Entrust Group's workforce includes employees across a wide range of tenure levels.
10% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years14% have been with the company for 5 to 7 years14% have been with the company for 8 to 10 years48% have been with the company for more than 11 years
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The Entrust Group Corporate Information: FAQ
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