Legacy Trust

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

99 Monroe Ave NW Ste 600, Grand Rapids, ...

Phone Number

(616) 454-2852

Website

www.legacygr.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Legacy Trust

Legacy Trust is a wealth management and trust services firm based in Grand Rapids, MI, offering specialized financial planning and investment management. The firm serves a variety of clients including business owners, corporate executives, retirees, multi-generational families, special needs families, and foundations and endowments. Their team includes experts in wealth planning, trust services, and family office management, ensuring comprehensive support for clients' financial needs. Legacy Trust focuses on building and preserving wealth for generations through tailored strategies and services.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Legacy Trust Org Chart

TH
United States flag for contact location.
Tracey Hornbeck

President & Chief Executive Officer

PhoneEmail
TW
United States flag for contact location.
Tom Werkman

Chief Operating Officer

PhoneEmail
GF
United States flag for contact location.

Chief Operating Officer

PhoneEmail

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Compare insights from companies similar to Legacy Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Trust

<$5M
11-50
Private
<$5M
-
TH
Tracey HornbeckPresident & CEO
Truxton Trust
$78.6M
51-200
Private
$15M
2004
TS
Thomas StumbChairman & CEO
Idaho Trust Bank
$16.1M
11-50
Private
-
1994
TP
Thomas ProhaskaPresident & CEO
Legacy Private Trust
$5.6M
11-50
Private
<$5M
2004
Greg Hansen, Managing Director at Legacy Private Trust
Greg HansenManaging Director
Market Street Trust
$5.4M
11-50
Private
-
1909
KP
Kara PassPresident & CEO
Legacy Trust
<$5M
11-50
Private
-
2002
KM
Kristin McLauchlanFounder & Chairman & CEO
Illustration of an envelope

Legacy Trust Tech Stack

A closer look at the technologies used by Legacy Trust

WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare CDN

By

Cloudflare
Barracuda Networks

By

Barracuda Networks
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Frequently Asked Questions Regarding Legacy Trust

What is Legacy Trust's official website?
Legacy Trust's official website is www.legacygr.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 Private Trust, Market Street Trust, Truxton Trust, Legacy Trust What technology does Legacy Trust use?
Some of the popular technologies that Legacy Trust uses are: WordPress.org, PHP, Cloudflare CDN, Barracuda Networks How do I contact Legacy Trust?
Legacy Trust contact info: Phone number: (616) 454-2852 Website: www.legacygr.com What does Legacy Trust do?

Legacy Trust is a wealth management and trust services firm based in Grand Rapids, MI, offering specialized financial planning and investment management. The firm serves a variety of clients including business owners, corporate executives, retirees, multi-generational families, special needs families, and foundations and endowments. Their team incl... udes experts in wealth planning, trust services, and family office management, ensuring comprehensive support for clients' financial needs. Legacy Trust focuses on building and preserving wealth for generations through tailored strategies and services.Read More

 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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