Allen Trust
Finance · Oregon, United States · 11-50 Employees
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Overview
Headquarters
5000 Meadows Rd Ste 300, Lake Oswego, Or...Phone Number
(503) 292-1041Website
www.allentrust.comRevenue
$5.4 MillionIndustry
About Allen Trust
Allen Trust Company is a trust-only bank and Allen Capital Management is a registered investment advisor based in Oregon, with offices in Portland, SW Washington, and Anchorage. They offer tailored financial services including trusts, investments, financial planning, and tax preparation. Their intended clients include trusts, charitable organizations, and individuals seeking comprehensive financial solutions. The company aims to simplify the financial lives of its clients.Explore more
Allen Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Allen Trust
$5.4M
11-50
Private
<$5M
2001
KL
Krystal LeeDirector, Financial Planning & Portfolio Manager
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Allen Trust Company is a trust-only bank and Allen Capital Management is a registered investment advisor based in Oregon, with offices in Portland, SW Washington, and Anchorage. They offer tailored financial services including trusts, investments, financial planning, and tax preparation. Their intended clients include trusts, charitable organizatio... Read More
