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IRA Administrators, Trustees, and Custodians

 

The following list of firms act as administrators, trustees, or custodians for self-directed IRA and 401k accounts in California. The list is being provided for your convenience only. We have not completed a due diligence investigation of the firms so you must satisfy yourself before you utilize the services of any of them. If your firm is an administrator, trustee, or custodian for self-directed IRA and/or 401k accounts and would like to be added to our list, please send your information to us.

Accuplan Benefit Services
Salt Lake City, Utah
(800) 454-2469
www.accuplan.net



Accuplan Benefit Services
Irvine, California
(949) 705-4554
www.accuplan.net



Accuplan Benefit Services
Phoenix, Arizona
(602) 312-5790
www.accuplan.net



Accuplan Benefit Services
San Diego, California
(619) 892-2438
www.accuplan.net



Accuplan Benefit Services
Elk Grove, California
(916) 509-7150
www.accuplan.net



American Pension Services, LLC
Clearwater, Florida
(813) 281-0707
www.americanpension.net



Asset Exchange Strategies
Leander, Texas
(866) 683-5228
www.assetexchangestrategies.com



Chicago Trust Administration Services
Chicago, Illinois
(312) 819-0960
www.chicagotrustadministration.com



Community National Bank
Seneca, Kansas
(800) 680-0340
www.cnbservice.net



Entrust California
Los Angeles, California
Orange County, California
Sacramento, California
Oakland, California
www.entrustcalifornia.com



Equity Trust Company
Elyria, Ohio
(440) 323-5491
www.trustetc.com



Goldstar Trust Company
Canyon, Texas
(800) 486-6888
www.goldstartrust.com



Guidant Financial
Bellevue, Washington
(888) 704-8657
www.guidantfinancial.com



Horizon Trust Company
Albuquerque, New Mexico
(888) 205-6036
www.horizontrust.com



IRA Financial Group
New York, New York
(800) 472-0646
www.irafinancialgroup.com



IRA Services Trust Company
San Carlos, California
(800) 248-8447
www.iraservices.com



Kingdom Trust Company
Murray, Kentucky
(270) 226-1000
www.kingdomtrustco.com



Millennium Trust Company
Oak Brook, Illinois
(630) 368-5600
Carlsbad, California
www.mtrustcompany.com



Next Generation Trust Services
Roseland, New Jersey
(888) 857-8058
www.nextgenerationtrust.com



P&T Group
Phoenix, Arizona
(800) 481-3011
www.ira-selfdirected.net



PENSCO Trust Company
San Francisco, California
(415) 274-5600
www.pensco.com



PENSCO Trust Company
Denver, Colorado
(800) 962-4238
www.pensco.com



Polycomp Trust Company
Rosewood, California
(530) 878-1612
www.polycomp.net



Polycomp Trust Company
San Diego, California
(800) 572-4122
www.polycomp.net



Polycomp Trust Company
Woodland Hills, California
(800) 736-7090
www.polycomp.net



Self-Directed IRA Services, Inc.
Waco, Texas
(254) 744-7798
www.sdiraservices.com



Sterling Trust Company
Waco, Texas
(800) 955-3434
www.sterlingtrustcompany.com



The Entrust Group
Santa Monica, California
(310) 496-4216
www.theentrustgroup.com



The Entrust Group
Mission Viejo, California
(949) 420-4524
www.theentrustgroup.com



The Entrust Group
Oakland, California
(510) 587-0950
www.theentrustgroup.com



The Entrust Group
San Diego, California
(619) 209-6056
www.theentrustgroup.com



Truly Self Directed IRA
Austin, Texas
(877) 252-6595
www.selfdirectedcheckbookira.com



Trust Management, Inc.
Fort Worth, Texas
(817) 335-2933
www.tmico.com



uDirect
Tustin, California
(714) 460-5505
www.udirectira.com



 

 

 

 

 
 





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