Kosbie Trust & Fiduciary Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

9048 Brooks Rd S PMB 407, Windsor, Calif...

Phone Number

(707) 791-3791

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Kosbie Trust & Fiduciary Services

Kosbie Fiduciary & CPA Services offers professional fiduciary and CPA services in Santa Rosa, CA, and the Greater Bay Area, including Marin and Sonoma County. They assist families and individuals in implementing long-term plans when they are unable to do so, serving as trustees for those without family support and managing Special Needs Trusts. The company is dedicated to protecting clients' assets and interests while providing compassionate and ethically guided financial management. Currently, they are limiting new client engagements to focus on delivering exceptional service to existing clients.Explore more
Popular SearchesKosbie Trust & Fiduciary ServicesKosbie Trust and Fiduciary ServicesKosbie Fiduciary & CPA ServicesKosbie Trust & Fiduciary ServiceKosbie Trust & Fiduciary Services inSIC Code 62,628NAICS Code 52,523Show more

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kosbie Trust & Fiduciary ...

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
TT
Thomas ThorpeCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
-
2010
JB
Judy BalianCare Manager
<$5M
1-10
Private
-
-
DS
Daniel SkeneOffice Manager
<$5M
1-10
Private
-
-
ML
Margo LynchCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
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-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Kosbie Trust & Fiduciary Services Tech Stack

A closer look at the technologies used by Kosbie Trust & Fiduciary Services

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Frequently Asked Questions Regarding Kosbie Trust & Fiduciary Services

What is Kosbie Trust & Fiduciary Services's official website?
Kosbie Trust & Fiduciary Services's official website is www.kosbietrustee.com
What is Kosbie Trust & Fiduciary Services's Revenue?
Kosbie Trust & Fiduciary Services's revenue is <$5 Million
What is Kosbie Trust & Fiduciary Services's SIC code?
Kosbie Trust & Fiduciary Services's SIC: 62,628
What is Kosbie Trust & Fiduciary Services's NAICS code?
Kosbie Trust & Fiduciary Services's NAICS: 52,523
How many employees does Kosbie Trust & Fiduciary Services have?
Kosbie Trust & Fiduciary Services has 1-10 employees
What industry does Kosbie Trust & Fiduciary Services belong to?
Kosbie Trust & Fiduciary Services is in the industry of: Finance, Banking, Securities Trading
What is Kosbie Trust & Fiduciary Services competition?
Kosbie Trust & Fiduciary Services top competitors include: Trust and Estate Management, Grace Fiduciary Services, Moonstone Fiduciary, Richard H Lambie
What technology does Kosbie Trust & Fiduciary Services use?
Some of the popular technologies that Kosbie Trust & Fiduciary Services uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Kosbie Trust & Fiduciary Services?
Kosbie Trust & Fiduciary Services contact info: Phone number: (707) 791-3791 Website: www.kosbietrustee.com
What does Kosbie Trust & Fiduciary Services do?

Kosbie Fiduciary & CPA Services offers professional fiduciary and CPA services in Santa Rosa, CA, and the Greater Bay Area, including Marin and Sonoma County. They assist families and individuals in implementing long-term plans when they are unable to do so, serving as trustees for those without family support and managing Special Needs Trusts. The... company is dedicated to protecting clients' assets and interests while providing compassionate and ethically guided financial management. Currently, they are limiting new client engagements to focus on delivering exceptional service to existing clients.Read More

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

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