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) 454-2852Website
www.legacygr.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
2
2
1
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
Popular SearchesLegacy TrustLegacy Trust OurSIC Code 62,628NAICS Code 52,523Show more
Legacy Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.6M
11-50
Private
<$5M
2004
YR
Yevgeniya RomanchenkoChief Financial Officer & Chief Investment Officer
Company Profile 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 financials insights
Gather financial insights about Legacy Trust, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Legacy Trust Tech Stack
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Frequently Asked Questions Regarding Legacy Trust
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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... Read More
