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Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more. All you need is a self-directed IRA (SDIRA). This type of investment account is identical to an IRA from a bank or brokerage, with one distinct advantage: rather than being limited to stocks and bonds, you’re able to invest in any asset the IRS allows. For experienced investors, this offers the opportunity for true portfolio diversification, enhanced control, and all the same tax advantages of any other IRA. Why choose Entrust? With over 40 years of experience, 24,000+ investors, and over $5 billion in assets under administration, we’re a trusted leader in the industry. Plus, our award-winning online portal allows for lightning-fast transactions and simplified account management.

Website https://www.theentrustgroup.com/
Revenue $44.2 million
Employees 100 (52 on RocketReach)
Founded 1981
Address 555 12th Street Suite 900, Oakland, California 94607, US
Phone +1 312-235-0300
Fax (510) 587-0960
Technologies
Industry Financial Services, Investment Banking, Asset Management, Self-Directed Retirement Plans, Finance, Real Estate IRA, Real Estate, Self-Directed IRA, Roth IRA, Investor Education, Health Savings Accounts (HSAs), Educational Savings Accounts (ESAs), Alternative Investments, Gold IRA, Individual 401(k), SEP IRA, SIMPLE IRA, Account Administration
Web Rank 1 Million
Keywords Retirement Accounts, Self-Directed Ira, Investment Accounts, Real Estate Investment, Private Equity Investment, Precious Metals Investment, Passive Income, Investment Options, Retirement Planning, Wealth Management, Financial Planning, Asset Protection, Estate Planning, Tax Benefits
Competitors U.S. Trust, Equity Trust Company, Rocket Dollar, Inc., PENSCO Trust Company, a subsidiary of Opus Bank, Broad Financial, American IRA, LLC, Accuplan Benefits Services, IRA Services, Self Directed Ira Services, Inc., The HSA Authority +32 more (view full list)
SIC SIC Code 64 Companies, SIC Code 641 Companies, SIC Code 637 Companies, SIC Code 63 Companies
NAICS NAICS Code 52599 Companies, NAICS Code 523 Companies, NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5242 Companies, NAICS Code 525990 Companies, NAICS Code 5259 Companies, NAICS Code 524 Companies

The Entrust Group Questions

The The Entrust Group annual revenue was $44.2 million in 2026.

Caroline Baldwin is the COO of The Entrust Group.

52 people are employed at The Entrust Group.

The Entrust Group is based in Oakland, California.

The NAICS codes for The Entrust Group are [52599, 523, 525, 52, 5242, 525990, 5259, 524].

The SIC codes for The Entrust Group are [64, 641, 637, 63].

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