Columbia Private Trust

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

17901 Von Karman Ave Ste 1200, Irvine, C...

Phone Number

(800) 962-4238

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Columbia Private Trust

Columbia Private Trust is a wealth management and fiduciary services firm that provides trust administration, estate planning, and private banking solutions for high-net-worth individuals and families. The company offers comprehensive financial stewardship including investment management, legacy planning, and trustee services designed to preserve and grow client assets across generations through personalized wealth strategies.Explore more
Popular SearchesColumbia Private TrustSIC Code 67,673NAICS Code 52,523Show more

Columbia Private Trust Org Chart

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NM
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Vice President, Operations & Manager

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TW
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Executive Vice President & Managing Director

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NM
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Vice President, Trust Operations & Manager

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MN
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Vice President, Trust Securities Operations &...

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RS
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Vice President. Manager of Client Services

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RH
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Vice President. Manager of Client Services

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ML
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Assistant VP, Trust Securities Operations & S...

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Assistant VP, Statements & Supervisor, Billin...

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Assistant Vice President & Supervisor, Trust ...

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MJ
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Manager, Customer Care

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AB
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Manager, Customer Care

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Company Profile Activity

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Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Columbia Private Trust

What is Columbia Private Trust's official website?
Columbia Private Trust's official website is www.columbiaprivatetrust.com
What is Columbia Private Trust's Revenue?
Columbia Private Trust's revenue is <$5 Million
What is Columbia Private Trust's SIC code?
Columbia Private Trust's SIC: 67,673
What is Columbia Private Trust's NAICS code?
Columbia Private Trust's NAICS: 52,523
How many employees does Columbia Private Trust have?
Columbia Private Trust has 11-50 employees
What industry does Columbia Private Trust belong to?
Columbia Private Trust is in the industry of: Finance, Banking, Securities Trading
How do I contact Columbia Private Trust?
Columbia Private Trust contact info: Phone number: (800) 962-4238 Website: www.columbiaprivatetrust.com
What does Columbia Private Trust do?

Columbia Private Trust is a wealth management and fiduciary services firm that provides trust administration, estate planning, and private banking solutions for high-net-worth individuals and families. The company offers comprehensive financial stewardship including investment management, legacy planning, and trustee services designed to preserve a... nd grow client assets across generations through personalized wealth strategies.Read More

Is Columbia Private Trust a public company?
Columbia Private Trust is private company therefore does not currently have an official ticker symbol
See more information about Columbia Private Trust

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