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
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
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
Company Profile Activity
Activity Insights
Allen Trust is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Allen Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Allen Trust.
Allen Trust financials insights
Gather financial insights about Allen Trust, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Allen Trust Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Allen Trust is planning to move offices in June 2026. The move will impact approximately 10 employees at the existing office located at 5000 Meadows Road, Suite # 300, Lake Oswego, OR.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Allen Trust is planning to move its offices in April 2022. The move will impact employees at their existing office located at 121 Sw Morrison St, Suite # 875, Portland, OR.
Facilities Relocation/Expansion
Funding
Allen Trust has received an SBA PPP loan for $150,000-350,000 from Bank of America, supporting the retention of 13 jobs.
Funding
Allen Trust News & Media
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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
