Cogan Fiduciary Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

100 W Broadway Ste 3000, Long Beach, Cal...

Phone Number

(714) 321-3896

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Cogan Fiduciary Services

California Probate Group offers professional fiduciary services designed to assist seniors, individuals with disabilities, and children in managing critical personal and financial matters. Their services include trust and estate administration, guardianships, powers of attorney, executorship, and conservatorships. The firm aims to alleviate the stress associated with changing life circumstances for clients and their families. With a commitment to dignity and confidentiality, California Probate Group is dedicated to protecting clients from financial exploitation and ensuring their well-being.Explore more
Popular SearchesCogan Fiduciary ServicesCC Notary ServicesCaitlin Cogan Fiduciary ServicesCogan Notary ServicesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cogan Fiduciary Services

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
TT
Thomas ThorpeCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
-
-
RL
Richard LambieCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
<$5M
2021
RC
Rebecca CotéOwner, California Licensed Professional Fiduciary
<$5M
1-10
Private
-
-
SB
Susan BaerCalifornia Licensed Fiduciary 606, National Certified Guardian Professional
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
DS
Daniel SkeneOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cogan Fiduciary Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Cogan Fiduciary Services Tech Stack

A closer look at the technologies used by Cogan Fiduciary Services

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Frequently Asked Questions Regarding Cogan Fiduciary Services

What is Cogan Fiduciary Services's official website?
Cogan Fiduciary Services's official website is www.coganfiduciary.com
What is Cogan Fiduciary Services's Revenue?
Cogan Fiduciary Services's revenue is <$5 Million
What is Cogan Fiduciary Services's SIC code?
Cogan Fiduciary Services's SIC: 62,628
What is Cogan Fiduciary Services's NAICS code?
Cogan Fiduciary Services's NAICS: 52,523
How many employees does Cogan Fiduciary Services have?
Cogan Fiduciary Services has 1-10 employees
What industry does Cogan Fiduciary Services belong to?
Cogan Fiduciary Services is in the industry of: Finance, Business Services, Securities Trading
What is Cogan Fiduciary Services competition?
Cogan Fiduciary Services top competitors include: Baer Fiduciary, Hitchman Fiduciaries, Richard H Lambie, Trust and Estate Management
What technology does Cogan Fiduciary Services use?
Some of the popular technologies that Cogan Fiduciary Services uses are: NS1, Google Workspace, Gmail, Squarespace
How do I contact Cogan Fiduciary Services?
Cogan Fiduciary Services contact info: Phone number: (714) 321-3896 Website: www.coganfiduciary.com
What does Cogan Fiduciary Services do?

California Probate Group offers professional fiduciary services designed to assist seniors, individuals with disabilities, and children in managing critical personal and financial matters. Their services include trust and estate administration, guardianships, powers of attorney, executorship, and conservatorships. The firm aims to alleviate the str... ess associated with changing life circumstances for clients and their families. With a commitment to dignity and confidentiality, California Probate Group is dedicated to protecting clients from financial exploitation and ensuring their well-being.Read More

Is Cogan Fiduciary Services a public company?
Cogan Fiduciary Services is private company therefore does not currently have an official ticker symbol
See more information about Cogan Fiduciary Services

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