Lassahn Fiduciary Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2075 Pioneer Ct, San Mateo, California, ...

Phone Number

(650) 578-9030

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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Jul
ZI Rank
1
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About Lassahn Fiduciary Services

Lassahn Fiduciary Services specializes in financial planning, tax, and estate planning, providing comprehensive support to clients in managing their wealth. The company is dedicated to preserving and growing clients' estates while ensuring their privacy and independence. Known for handling a range of cases from simple trusts to complex situations, they emphasize superior client service and ethical practices. Their target clients include individuals seeking reliable fiduciary services and estate management.Explore more
Lassahn Fiduciary Services's Social MediaPopular SearchesLassahn Fiduciary ServicesLassahn Construction IncTirzah Lassahn Fiduciary ServiceBiz/ Lassahn Fiduciary ServicesFiduciary ServicesSIC Code 60,609NAICS Code 52,523Show more

Lassahn Fiduciary Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lassahn Fiduciary Service...

<$5M
1-10
Private
<$5M
2005
$5.2M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1999
LB
Lori BawdenOperations Associate
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1993
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lassahn Fiduciary Services financials insights

Gather financial insights about Lassahn Fiduciary Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$165K

See All Lassahn Fiduciary Services's Financials Insights

Lassahn Fiduciary Services Tech Stack

A closer look at the technologies used by Lassahn Fiduciary Services

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Frequently Asked Questions Regarding Lassahn Fiduciary Services

What is Lassahn Fiduciary Services's official website?
Lassahn Fiduciary Services's official website is www.lassahnfiduciary.com
What is Lassahn Fiduciary Services's Revenue?
Lassahn Fiduciary Services's revenue is <$5 Million
What is Lassahn Fiduciary Services's SIC code?
Lassahn Fiduciary Services's SIC: 60,609
What is Lassahn Fiduciary Services's NAICS code?
Lassahn Fiduciary Services's NAICS: 52,523
How many employees does Lassahn Fiduciary Services have?
Lassahn Fiduciary Services has 1-10 employees
What industry does Lassahn Fiduciary Services belong to?
Lassahn Fiduciary Services is in the industry of: Finance, Securities Trading
What is Lassahn Fiduciary Services competition?
Lassahn Fiduciary Services top competitors include: Strong Legacy Planning, Inlet Private Wealth, Joslin Capital Advisors, Clarity Financial Advisors
What technology does Lassahn Fiduciary Services use?
Some of the popular technologies that Lassahn Fiduciary Services uses are: Microsoft IIS, F5 Silverline DDoS Protection, AppRiver, Google Font API
How do I contact Lassahn Fiduciary Services?
Lassahn Fiduciary Services contact info: Phone number: (650) 578-9030 Website: www.lassahnfiduciary.com
What does Lassahn Fiduciary Services do?

Lassahn Fiduciary Services specializes in financial planning, tax, and estate planning, providing comprehensive support to clients in managing their wealth. The company is dedicated to preserving and growing clients' estates while ensuring their privacy and independence. Known for handling a range of cases from simple trusts to complex situations,... they emphasize superior client service and ethical practices. Their target clients include individuals seeking reliable fiduciary services and estate management.Read More

What are Lassahn Fiduciary Services social media links?
Lassahn Fiduciary Services Linkedin page
Who invested in Lassahn Fiduciary Services?
Lassahn Fiduciary Services has 2 investors including PPP and PPP.
Is Lassahn Fiduciary Services a public company?
Lassahn Fiduciary Services is private company therefore does not currently have an official ticker symbol
See more information about Lassahn Fiduciary Services

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