CRTPro

Finance · Montana, United States · 1-10 Employees

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Overview

Headquarters

791 Springwood Ln, Kalispell, Montana, 5...

Phone Number

(800) 422-3316

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CRTPro

CRTPro LLC specializes in the administration of Charitable Remainder Trusts, offering professional trustee support and accurate tax reporting services. The company provides reliable delivery of trust tax forms, K-1s, and annual reports, along with secure online access to current and archived documents. With over 20 years of experience, CRTPro is uniquely qualified to assist CRT trustees and their professional advisors. Their proven track record in customer service has garnered positive testimonials from satisfied clients.Explore more
Popular SearchesCrtpro LLCSIC Code 60,609NAICS Code 52,523Show more

CRTPro Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CRTPro

<$5M
1-10
Private
-
2005
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
1-10
Private
-
2019
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CRTPro Tech Stack

A closer look at the technologies used by CRTPro

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Frequently Asked Questions Regarding CRTPro

What is CRTPro's official website?
CRTPro's official website is www.crtpro.com
What is CRTPro's Revenue?
CRTPro's revenue is <$5 Million
What is CRTPro's SIC code?
CRTPro's SIC: 60,609
What is CRTPro's NAICS code?
CRTPro's NAICS: 52,523
How many employees does CRTPro have?
CRTPro has 1-10 employees
What industry does CRTPro belong to?
CRTPro is in the industry of: Finance, Business Services, Securities Trading
What is CRTPro competition?
CRTPro top competitors include: Fountainhead Wealth, Inlet Private Wealth, FCA Corp, Pinion
What technology does CRTPro use?
Some of the popular technologies that CRTPro uses are: Microsoft 365, Google Tag Manager, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact CRTPro?
CRTPro contact info: Phone number: (800) 422-3316 Website: www.crtpro.com
What does CRTPro do?

CRTPro LLC specializes in the administration of Charitable Remainder Trusts, offering professional trustee support and accurate tax reporting services. The company provides reliable delivery of trust tax forms, K-1s, and annual reports, along with secure online access to current and archived documents. With over 20 years of experience, CRTPro is un... iquely qualified to assist CRT trustees and their professional advisors. Their proven track record in customer service has garnered positive testimonials from satisfied clients.Read More

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

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