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

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 MediaSIC Code 60,609NAICS Code 52,523Show more

Northwest Trustee & Management Services Org Chart

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Chief Executive Officer

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Brian Jensen, Chief Operating Officer at Northwest Trustee & Management Services
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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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Compare Similar Companies to Northwest Trustee & Management Services

Compare insights from companies similar to Northwest Trustee & Management Services, 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

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
-
2018
JH
John HartPresident & CEO
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Northwest Trustee & Management Services Tech Stack

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

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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: 60,609
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: Inlet Private Wealth, First Nebraska Trust, Lorenz Fiduciary Services, Sarasota Private 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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