Charter Trust

Finance · New Hampshire, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

90 N Main St, Concord, New Hampshire, 03...

Phone Number

(603) 224-1350

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

About Charter Trust

Founded in 1984, Charter Trust Company is a privately held wealth management firm headquartered in Concord NH. Working confidentially with individuals and families to create, manage and preserve wealth, the company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. Charter Trust is the largest, locally owned, investment management company in Northern New England and is owned by Lake Sunapee Bank.Explore more
Charter Trust's Social MediaPopular SearchesCharter Trust CoCharter TrustChartertrustThe Charter TrustCharter New England Agency IncSIC Code 62,628NAICS Code 52,523Show more

Charter Trust Org Chart

SA
United States flag for contact location.

Chief Executive Officer

PhoneEmail
RF
United States flag for contact location.

Senior Vice President

PhoneEmail
BK
United States flag for contact location.

Senior Vice President and Wealth Advisor

PhoneEmail
EK
United States flag for contact location.

Senior VP, Wealth Management

PhoneEmail
SF
United States flag for contact location.

Vice President and Wealth Advisor

PhoneEmail
RB
United States flag for contact location.

Vice President and Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
BB
United States flag for contact location.

Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Charter Trust your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Charter Trust

Compare insights from companies similar to Charter Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charter Trust

$6.2M
11-50
Private
-
1984
$78.6M
51-200
Private
$15M
2004
TS
Thomas StumbChairman & CEO
$13.4M
51-200
Private
-
2004
JP
Jesse Prestwood-TaylorSenior VP, Business Development
$6.1M
11-50
Private
<$5M
2003
$5.6M
11-50
Private
-
2000
IY
Imtiaz YusufBusiness Development Executive
<$5M
1-10
Private
<$5M
2005
<$5M
11-50
Private
-
2009
RO
Rachael OrozcoDirector, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Charter Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Charter Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Charter Trust.

Charter Trust Tech Stack

A closer look at the technologies used by Charter Trust

Top Finance Companies

Frequently Asked Questions Regarding Charter Trust

What is Charter Trust's official website?
Charter Trust's official website is www.chartertrust.com
What is Charter Trust's Revenue?
Charter Trust's revenue is $6.2 Million
What is Charter Trust's SIC code?
Charter Trust's SIC: 62,628
What is Charter Trust's NAICS code?
Charter Trust's NAICS: 52,523
How many employees does Charter Trust have?
Charter Trust has 11-50 employees
What industry does Charter Trust belong to?
Charter Trust is in the industry of: Finance, Securities Trading
What is Charter Trust competition?
Charter Trust top competitors include: Truxton Trust, Retirement Plan Advisory Group, Financial Gravity, Cornerstone Wealth Management
What companies has Charter Trust acquired?
Charter Trust has acquired the companies: Central Financial, Woodsville Guaranty Savings Bank
What technology does Charter Trust use?
Some of the popular technologies that Charter Trust uses are: WordPress.org, PHP, JHA Payment Solutions, MySQL
How do I contact Charter Trust?
Charter Trust contact info: Phone number: (603) 224-1350 Website: www.chartertrust.com
What does Charter Trust do?

Founded in 1984, Charter Trust Company is a privately held wealth management firm headquartered in Concord NH. Working confidentially with individuals and families to create, manage and preserve wealth, the company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. Charter Trust is the large... st, locally owned, investment management company in Northern New England and is owned by Lake Sunapee Bank.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.