Colonial Trust

Finance · South Carolina, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

359 S Pine St, Spartanburg, South Caroli...

Phone Number

(864) 582-3356

Revenue

$5 Million

Industry

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

About Colonial Trust

Colonial Trust is a privately-owned firm based in South Carolina, specializing in investment management and fiduciary services for over a century. They provide comprehensive wealth management solutions tailored to individuals, families, and institutions, focusing on building financial foundations and legacies. The company offers personalized services including trust fiduciary services, wealth planning, family office services, and corporate retirement plans, catering to a diverse range of client needs. As a family-owned, multigenerational entity, Colonial Trust values the significance of long-term financial relationships.Explore more
Colonial Trust's Social MediaPopular SearchesCOLONIAL TRUST CoColonial TrustColonial Trust Advisors IncColonial Trust CorpColonial Asset Management IncSIC Code 62,628NAICS Code 52,523Show more

Colonial Trust Org Chart

PhoneEmail
CC
United States flag for contact location.

Vice President - Financial Advisor and Trust ...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
MV
United States flag for contact location.

Vice President, Corporate Retirement Plan Spe...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
HB
United States flag for contact location.

Vice President - Financial Advisor and Trust ...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
KL
United States flag for contact location.

Vice President

PhoneEmail
KP
United States flag for contact location.

Vice President, Trust Operations

PhoneEmail
CW
United States flag for contact location.

Vice President- Financial Advisor and Trust O...

PhoneEmail

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

Director, Investment Research & Portfolio Man...

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

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

Is Colonial 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 Colonial Trust

Compare insights from companies similar to Colonial 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

Colonial Trust

$5M
11-50
Private
-
1913
CC
Charles ClementsonVice President - Financial Advisor and Trust Officer
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Colonial Trust Tech Stack

A closer look at the technologies used by Colonial Trust

Top Finance Companies

Frequently Asked Questions Regarding Colonial Trust

What is Colonial Trust's official website?
Colonial Trust's official website is www.colonialtrust.com
What is Colonial Trust's Revenue?
Colonial Trust's revenue is $5 Million
What is Colonial Trust's SIC code?
Colonial Trust's SIC: 62,628
What is Colonial Trust's NAICS code?
Colonial Trust's NAICS: 52,523
How many employees does Colonial Trust have?
Colonial Trust has 11-50 employees
What industry does Colonial Trust belong to?
Colonial Trust is in the industry of: Finance, Securities Trading
What is Colonial Trust competition?
Colonial Trust top competitors include: Dowd Financial Group, Sierra Pacific Financial Advisors, Pillar Wealth Management, Ratcliff Financial Services
What technology does Colonial Trust use?
Some of the popular technologies that Colonial Trust uses are: WordPress.org, PHP, Google Universal Analytics, MailChimp
How do I contact Colonial Trust?
Colonial Trust contact info: Phone number: (864) 582-3356 Website: www.colonialtrust.com
What does Colonial Trust do?

Colonial Trust is a privately-owned firm based in South Carolina, specializing in investment management and fiduciary services for over a century. They provide comprehensive wealth management solutions tailored to individuals, families, and institutions, focusing on building financial foundations and legacies. The company offers personalized servic... es including trust fiduciary services, wealth planning, family office services, and corporate retirement plans, catering to a diverse range of client needs. As a family-owned, multigenerational entity, Colonial Trust values the significance of long-term financial relationships.Read More

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