Lorenz Fiduciary Services

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

43537 Ridge Park Dr, Temecula, Californi...

Phone Number

(877) 630-8448

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices

About Lorenz Fiduciary Services

We serve as Licensed Private Trustees and Executors. We are not a bank or a trust company, so we can customize our services to your needs and retain your investment plan (we don't have an "investment department" or "proprietary investment products"). We are private professionals who specialize in Estate Administration, Trust Management, Probate Administration, Estate Settlement and Fiduciary Accounting.Explore more
Lorenz Fiduciary Services's Social MediaSIC Code 60,609NAICS Code 52,523Show more

Lorenz Fiduciary Services Org Chart

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ML
United States flag for contact location.

Co-Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lorenz Fiduciary Services

<$5M
11-50
Private
<$5M
1975
ML
Marguerite LorenzCo-Founder & President
$15.5M
11-50
Private
<$5M
2015
RS
Robin SatyshurFounder & CEO & Board Member
<$5M
1-10
Private
-
2018
JH
John HartPresident & CEO
<$5M
1-10
Private
-
2011
LK
Lori KaestnerSenior Administrative Legal Assistant
Illustration of an envelope

Lorenz Fiduciary Services Tech Stack

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Frequently Asked Questions Regarding Lorenz Fiduciary Services

What is Lorenz Fiduciary Services's official website?
Lorenz Fiduciary Services's official website is www.mytrustee.net
What is Lorenz Fiduciary Services's Revenue?
Lorenz Fiduciary Services's revenue is <$5 Million
What is Lorenz Fiduciary Services's SIC code?
Lorenz Fiduciary Services's SIC: 60,609
What is Lorenz Fiduciary Services's NAICS code?
Lorenz Fiduciary Services's NAICS: 52,523
How many employees does Lorenz Fiduciary Services have?
Lorenz Fiduciary Services has 11-50 employees
What industry does Lorenz Fiduciary Services belong to?
Lorenz Fiduciary Services is in the industry of: Finance, Business Services, Securities Trading
What is Lorenz Fiduciary Services competition?
Lorenz Fiduciary Services top competitors include: Inlet Private Wealth, Ironhorse Wealth Management, Pendleton Square Trust, Sarasota Private Trust
What technology does Lorenz Fiduciary Services use?
Some of the popular technologies that Lorenz Fiduciary Services uses are: reCAPTCHA, Proofpoint, Google Font API, Microsoft 365
How do I contact Lorenz Fiduciary Services?
Lorenz Fiduciary Services contact info: Phone number: (877) 630-8448 Website: www.mytrustee.net
What does Lorenz Fiduciary Services do?

We serve as Licensed Private Trustees and Executors. We are not a bank or a trust company, so we can customize our services to your needs and retain your investment plan (we don't have an "investment department" or "proprietary investment products"). We are private professionals who specialize in Estate Administration, Trust Management, Probate Adm... inistration, Estate Settlement and Fiduciary Accounting.Read More

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

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