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
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

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 MediaPopular SearchesLorenz Fiduciary ServicesLorenz Private TrusteesLorenz Fiduciary Services IncLorenz Fiduciary Service IncSIC Code 62,628NAICS Code 52,523Show more

Lorenz Fiduciary Services Org Chart

PhoneEmail
ML
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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
-
2009
N/A
<$5M
1-10
Private
-
2011
LK
Lori KaestnerSenior Administrative Legal Assistant
<$5M
1-10
Private
-
1991
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Lorenz Fiduciary Services financials insights

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

2020

Debt

$150K

See All Lorenz Fiduciary Services's Financials Insights

Lorenz Fiduciary Services Tech Stack

A closer look at the technologies used by Lorenz Fiduciary Services

Lorenz Fiduciary Services News & Media

  • Matthew Santangelo Joins Lorenz Private Trustees of New Hampshire

    PORTSMOUTH, N.H.--(BUSINESS WIRE)--Lorenz Private Trustees is pleased to announce the appointment of Matthew Santangelo as the second Private Trustee located in our Portsmouth, New Hampshire office. With his extensive experience and a distinguished career in fiduciary services, Matt brings a wealth of expertise that will enhance our team and the services that we provide to our clients. In his new role as Private Trustee, Matt will be serving as a professional, individual trustee and will
Read more news

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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: 62,628
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, Saunders Financial, Ironhorse Wealth Management, Pendleton Square 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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