Sunwest Trust

Finance · New Mexico, United States · 11-50 Employees

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Overview

Headquarters

10600 Menaul Blvd NE, Albuquerque, New M...

Phone Number

(855) 802-5414

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sunwest Trust

After two decades of providing self-directed IRA services to our clients, Sunwest Trust has made the decision to sell its business. We have truly valued your loyalty and it has been our pleasure to serve you over the years. Sunwest Trust has always strived to provide you with the highest level of client service and it is important to us that a new custodian is able to carry on that legacy of exceptional service and customer care. That is why we have chosen Millennium Trust Company, LLC, a leading IRA provider, to serve as the new custodian of self-directed IRAs. If your Sunwest Trust IRA is eligible for transfer to Millennium Trust, you will receive a communication in the mail that outlines any next steps you may need to take in connection with the transition. You can also visit www.mtrustcompany.com/sunwesttrust for additional details and information. Please note ( with the exception of ITrust Capital Accounts ) , Sunwest Trust will no longer open new self-directed IRAs. If you are inRead more
Sunwest Trust's Social MediaPopular SearchesSunwest Trust IncSelf - Directed Resource Connections LLCSunwest TrustSunwest Escrow LCSunwest Trust as Custodian for Bob Barnard IRA 201...SIC Code 62,628NAICS Code 52,523Show more

Sunwest Trust Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sunwest Trust

<$5M
11-50
Private
-
2007
$24.1M
11-50
Private
-
2004
$5.2M
11-50
Private
-
2007
TS
Terri SamsManager, Operations, Cisp
$5.1M
11-50
Private
<$5M
2004
$5M
11-50
Private
-
2017
HE
Henry EsparzaManager, Information Technology
<$5M
1-10
Private
-
2008
TC
Tina ColsonDirector, Business Development
<$5M
11-50
Private
-
1995
Dennis Blitz, President at The IRA Club
Dennis BlitzPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sunwest Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sunwest Trust Tech Stack

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Frequently Asked Questions Regarding Sunwest Trust

What is Sunwest Trust's official website?
Sunwest Trust's official website is www.sunwesttrust.com
What is Sunwest Trust's Revenue?
Sunwest Trust's revenue is <$5 Million
What is Sunwest Trust's SIC code?
Sunwest Trust's SIC: 62,628
What is Sunwest Trust's NAICS code?
Sunwest Trust's NAICS: 52,523
How many employees does Sunwest Trust have?
Sunwest Trust has 11-50 employees
What industry does Sunwest Trust belong to?
Sunwest Trust is in the industry of: Finance, Banking, Securities Trading
What is Sunwest Trust competition?
Sunwest Trust top competitors include: Broad Financial, The IRA Club, IRA Advantage, BitIRA
What technology does Sunwest Trust use?
Some of the popular technologies that Sunwest Trust uses are: Microsoft 365, GoDaddy Web Hosting, Network Solutions Web Hosting, Microsoft Exchange Online
How do I contact Sunwest Trust?
Sunwest Trust contact info: Phone number: (855) 802-5414 Website: www.sunwesttrust.com
What does Sunwest Trust do?

After two decades of providing self-directed IRA services to our clients, Sunwest Trust has made the decision to sell its business. We have truly valued your loyalty and it has been our pleasure to serve you over the years. Sunwest Trust has always strived to provide you with the highest level of client service and it is important to us that a new... custodian is able to carry on that legacy of exceptional service and customer care. That is why we have chosen Millennium Trust Company, LLC, a leading IRA provider, to serve as the new custodian of self-directed IRAs. If your Sunwest Trust IRA is eligible for transfer to Millennium Trust, you will receive a communication in the mail that outlines any next steps you may need to take in connection with the transition. You can also visit www.mtrustcompany.com/sunwesttrust for additional details and information. Please note ( with the exception of ITrust Capital Accounts ) , Sunwest Trust will no longer open new self-directed IRAs. If you are interested in opening a new self-directed IRA, please contact Millennium Trust via email at alternatives@mtrustcompany.com or call 833.502.0923. Finally, if you maintain an escrow account with our related company, Sunwest Escrow, nothing will change with respect to your escrow account as a result of the sale of Sunwest Trust. Sunwest Escrow will continue to operate in its current capacity under the existing ownership and with the same personnel moving forward.Read More

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

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