Legacy Trust

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

4200 Marsh Landing Blvd Ste 100, Jackson...

Phone Number

(904) 280-9100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Legacy Trust

Legacy Trust Company is an investment firm that offers a comprehensive range of financial services including investment management, financial planning, legacy planning, estate trust management, and lifestyle management. Their approach focuses on long-term, multi-generational wealth strategies that ensure meaningful legacies for client families, foundations, and individuals. The company provides tailored financial solutions based on a deep understanding of each family's unique needs, helping to simplify their financial lives and promote financial responsibility among future generations. Additionally, they actively engage with their community through charitable advocacy and educational initiatives.Explore more
Legacy Trust's Social MediaPopular SearchesLegacy Trust CoLegacy Trust Family Wealth OfficesLegacy Trust Company IncLegacy Trust, weLegacyTrustSIC Code 62,628NAICS Code 52,523Show more

Legacy Trust Org Chart

KM
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Founder & Chairman & Chief Executive Officer

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Christie Quick, Chief Financial Officer at Legacy Trust
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Chief Financial Officer

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CM
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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Legacy Trust

<$5M
11-50
Private
-
2002
KM
Kristin McLauchlanFounder & Chairman & CEO
$18.3M
51-200
Private
-
2002
VL
Vladimir LukinSenior Sales Director, Core Technology Named
$9.8M
51-200
Private
-
2000
$6.3M
11-50
Private
-
2014
PC
Pam CormierController
<$5M
11-50
Private
<$5M
-
TH
Tracey HornbeckPresident & CEO
<$5M
11-50
Private
<$5M
2007
MI
Mike IhemeAssociate Portfolio Manager
<$5M
1-10
Private
-
2003
LM
Lydia MonchakVice President, Sales
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Trust Tech Stack

A closer look at the technologies used by Legacy Trust

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Frequently Asked Questions Regarding Legacy Trust

What is Legacy Trust's official website?
Legacy Trust's official website is www.legacytrustcompany.com
What is Legacy Trust's Revenue?
Legacy Trust's revenue is <$5 Million
What is Legacy Trust's SIC code?
Legacy Trust's SIC: 62,628
What is Legacy Trust's NAICS code?
Legacy Trust's NAICS: 52,523
How many employees does Legacy Trust have?
Legacy Trust has 11-50 employees
What industry does Legacy Trust belong to?
Legacy Trust is in the industry of: Finance, Securities Trading
What is Legacy Trust competition?
Legacy Trust top competitors include: Legacy Trust, InKnowVision, Oracle Capital Group, Callan Capital
What technology does Legacy Trust use?
Some of the popular technologies that Legacy Trust uses are: DocuSign, Squarespace Online Stores, Bitly, Proofpoint
Who is the CFO of Legacy Trust?
Legacy Trust's CFO is Christie Quick
How do I contact Legacy Trust?
Legacy Trust contact info: Phone number: (904) 280-9100 Website: www.legacytrustcompany.com
What does Legacy Trust do?

Legacy Trust Company is an investment firm that offers a comprehensive range of financial services including investment management, financial planning, legacy planning, estate trust management, and lifestyle management. Their approach focuses on long-term, multi-generational wealth strategies that ensure meaningful legacies for client families, fou... ndations, and individuals. The company provides tailored financial solutions based on a deep understanding of each family's unique needs, helping to simplify their financial lives and promote financial responsibility among future generations. Additionally, they actively engage with their community through charitable advocacy and educational initiatives.Read More

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

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