Caldwell Trust
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Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1561 Main St, Sarasota, Florida, 34236, ...

Phone Number

(941) 877-6665

Revenue

$10 Million

Industry

Finance Securities Trading

About Caldwell Trust

Caldwell Trust Company exists to provide personal, traditional, and independent wealth management services. Caldwell offices are in downtown Sarasota and Venice, Florida. Caldwell Trust Company specializes in wealth management, trusts & estates and retirement planning.Explore more
Caldwell Trust's Social MediaSIC Code 60,609NAICS Code 52,523Show more

Caldwell Trust Org Chart

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President & Chief Executive Officer

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Controller

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Senior Executive Vice President, Secretary an...

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KP
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Vice President, Senior Portfolio Manager

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Vice President & Portfolio Manager

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JB
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Assistant Vice President & Trust Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Caldwell Trust

$10M
11-50
Private
-
1993
CC
Craig CaldwellPresident & CEO
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2015
TT
Thomas TurianoFinancial Advisor
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Caldwell Trust Tech Stack

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Frequently Asked Questions Regarding Caldwell Trust

What is Caldwell Trust's official website?
Caldwell Trust's official website is www.ctrust.com
What is Caldwell Trust's Revenue?
Caldwell Trust's revenue is $10 Million
What is Caldwell Trust's SIC code?
Caldwell Trust's SIC: 60,609
What is Caldwell Trust's NAICS code?
Caldwell Trust's NAICS: 52,523
How many employees does Caldwell Trust have?
Caldwell Trust has 11-50 employees
What industry does Caldwell Trust belong to?
Caldwell Trust is in the industry of: Finance, Securities Trading
What is Caldwell Trust competition?
Caldwell Trust top competitors include: Bay Harbor Wealth Management, Southport Station Financial Management, FRS Capital Management, Kolinsky Wealth Management
What technology does Caldwell Trust use?
Some of the popular technologies that Caldwell Trust uses are: DocuSign, Cloudflare CDN, StackAdapt, F5 Silverline DDoS Protection
How do I contact Caldwell Trust?
Caldwell Trust contact info: Phone number: (941) 877-6665 Website: www.ctrust.com
What does Caldwell Trust do?

Caldwell Trust Company exists to provide personal, traditional, and independent wealth management services. Caldwell offices are in downtown Sarasota and Venice, Florida. Caldwell Trust Company specializes in wealth management, trusts & estates and retirement planning.... Read More

What are Caldwell Trust social media links?
Caldwell Trust Linkedin page Caldwell Trust Twitter page Caldwell Trust Facebook page
Is Caldwell Trust a public company?
Caldwell Trust is private company therefore does not currently have an official ticker symbol
See more information about Caldwell Trust

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