Northwest Trustee & Management Services

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

7307 N Division St Ste 303, Spokane, Was...

Phone Number

(509) 466-3024

Revenue

$13.9 Million

Industry

Finance Banking Securities Trading
ZI Rank: 3
Signal Type
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Jun
ZI Rank
1
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3

About Northwest Trustee & Management Services

Northwest Trustee & Management Services is a dedicated provider of trust and estate management services, catering to clients across Washington, Oregon, Idaho, and the broader United States. The company specializes in various services including trust and estate administration, special needs trust services, and charitable services. They emphasize a personal approach, ensuring clients are treated as individuals rather than mere accounts, and collaborate closely with clients' advisors and attorneys. With a state charter in Nevada, they offer enhanced asset protection and modern trust flexibility.Explore more
Northwest Trustee & Management Services's Social MediaPopular SearchesNorthwest Trustee & Management ServicesNorthwest Trustee Services IncNorthwest Trustee & Management Services LLCNorthwest TrusteeNorthwest Trustee ServicesSIC Code 62,628NAICS Code 52,523Show more

Northwest Trustee & Management Services Org Chart

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Chief Executive Officer

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Chief Operating Officer

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JV
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Chief Financial Officer

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JC
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Director, Operations

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KB
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Director, Family Office Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Northwest Trustee & Manag...

$13.9M
11-50
Private
<$5M
1989
<$5M
11-50
Private
-
1995
<$5M
11-50
Private
<$5M
1975
ML
Marguerite LorenzCo-Founder & President
<$5M
1-10
Private
-
-
TT
Thomas ThorpeCalifornia Licensed Fiduciary Professional
<$5M
1-10
Private
-
-
AK
Alyssa KaiserPresident & Owner
<$5M
1-10
Private
-
2018
JH
John HartPresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Northwest Trustee & Management Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Northwest Trustee & Management Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Northwest Trustee & Management Services.

Northwest Trustee & Management Services financials insights

Gather financial insights about Northwest Trustee & Management 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 Northwest Trustee & Management Services's Financials Insights

Northwest Trustee & Management Services Tech Stack

A closer look at the technologies used by Northwest Trustee & Management Services

Most Recent Scoops

Hiring Plans
Northwest Trustee & Management Services has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
Open Position
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Funding
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Frequently Asked Questions Regarding Northwest Trustee & Management Services

What is Northwest Trustee & Management Services's official website?
Northwest Trustee & Management Services's official website is www.nwtrustee.com
What is Northwest Trustee & Management Services's Revenue?
Northwest Trustee & Management Services's revenue is $13.9 Million
What is Northwest Trustee & Management Services's SIC code?
Northwest Trustee & Management Services's SIC: 62,628
What is Northwest Trustee & Management Services's NAICS code?
Northwest Trustee & Management Services's NAICS: 52,523
How many employees does Northwest Trustee & Management Services have?
Northwest Trustee & Management Services has 11-50 employees
What industry does Northwest Trustee & Management Services belong to?
Northwest Trustee & Management Services is in the industry of: Finance, Banking, Securities Trading
What is Northwest Trustee & Management Services competition?
Northwest Trustee & Management Services top competitors include: WealthTrust Oklahoma, Inlet Private Wealth, Trust and Estate Management, First Nebraska Trust
What technology does Northwest Trustee & Management Services use?
Some of the popular technologies that Northwest Trustee & Management Services uses are: WordPress.org, PHP, Google Font API, Microsoft 365
Who is the CFO of Northwest Trustee & Management Services?
Northwest Trustee & Management Services's CFO is John Van Engelen
How do I contact Northwest Trustee & Management Services?
Northwest Trustee & Management Services contact info: Phone number: (509) 466-3024 Website: www.nwtrustee.com
What does Northwest Trustee & Management Services do?

Northwest Trustee & Management Services is a dedicated provider of trust and estate management services, catering to clients across Washington, Oregon, Idaho, and the broader United States. The company specializes in various services including trust and estate administration, special needs trust services, and charitable services. They emphasize a p... ersonal approach, ensuring clients are treated as individuals rather than mere accounts, and collaborate closely with clients' advisors and attorneys. With a state charter in Nevada, they offer enhanced asset protection and modern trust flexibility.Read More

What are Northwest Trustee & Management Services social media links?
Northwest Trustee & Management Services Linkedin page
Is Northwest Trustee & Management Services a public company?
Northwest Trustee & Management Services is private company therefore does not currently have an official ticker symbol
See more information about Northwest Trustee & Management Services

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