What departments does Alliance Entrust have?

Alliance Entrust has employees across 2 departments including Real Estate, Finance.

What is the largest department at Alliance Entrust?

The largest department at Alliance Entrust is Real Estate with 1 employees.

Where are Alliance Entrust employees located globally?

Alliance Entrust has employees across 1 continents and 1 countries including United States Of America.

How has Alliance Entrust's team size changed over time?

Alliance Entrust's team has grown from approximately 11 to 15 employees based on available data.

Alliance Entrust Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Alliance Entrust is a financial services firm operating as a registered advisory and securities entity that provides professional financial planning and investment advisory services for both individual and institutional clients. The company emphasizes a mission aligned with guiding clients through financial decisions in a manner that integrates biblical principles, aiming to enable clients to pursue service to others within their means. Based in Westlake Village, California, Alliance Entrust positions itself within the investment management industry, offering advisory services to a market seeking structured financial planning and asset management. The organization operates as a small to mid-sized firm, serving a range of clients through its professional team. In addition to its core advisory work, the entity operates under the dba Alliance Advisory & Securities, LLC, suggesting a broader service offering within the financial services space.

Alliance Entrust Global Highlights

North America
30

United States Of America
30

Alliance Entrust's Leadership

C. M.
Partner
Mobile Phone
Email
B. L.
Director Of Real Estate
Mobile Phone
Email
T. M.
Accounting Manager
Mobile Phone
Email
G. J.
Senior Paraplanner
Mobile Phone
Email
J. B.
Options Principal
Mobile Phone
Email
C. T.
Advisor
Mobile Phone
Email
A. G.
Client Financial Reporting And Planning Associate
Mobile Phone
Email
D. G.
Mobile Phone
Email

Alliance Entrust Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Consultant
Accounting
Administrative
Other
Business

Contact profiles from Alliance Entrust

Name

Title

Contact Info

Location

Last Update

C. M.
Partner
Mobile Phone
Email
Oct 17, 2024
B. L.
Director Of Real Estate
Mobile Phone
Email
Jul 29, 2024
T. M.
Accounting Manager
Mobile Phone
Email
Oct 16, 2024
G. J.
Senior Paraplanner
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
J. B.
Options Principal
Mobile Phone
Email
Oct 22, 2024
C. T.
Advisor
Mobile Phone
Email
United States
May 28, 2026
A. G.
Client Financial Reporting And Planning Associate
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
D. G.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. W.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. K.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Alliance Entrust known for?

Alliance Entrust was founded in 1982 operates in the Investment Management industry. The company's main headquarters is located in 31248 East Oak Crest Drive 100 Westlake Village, California United States; you can contact the main corporate office by phone at

+1-805-371-****

. Explore Alliance Entrust's company overview page for more information.

What is Alliance Entrust's most common email format?

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

How many employees does Alliance Entrust have currently?

Alliance Entrust has approximately 13 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Alliance Entrust's key employees and leadership?

As of June 2026, Alliance Entrust's key employees include:

Partner: C. M.
Director Of Real Estate: B. L.
Accounting Manager: T. M.
Senior Paraplanner: G. J.
Options Principal: J. B.

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Alliance Entrust Employee Directory

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