The Professional Trustee

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

707 Osterman Ave Unit 83, Deerfield, Ill...

Phone Number

(847) 444-0251

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About The Professional Trustee

The Professional Trustee specializes in trust administration, offering services such as on-demand crisis trustee and successor trustee roles to help families navigate the complexities of estate planning. Led by Dan Felix, a Master Trustee, the company provides personalized solutions tailored to the unique needs of each client, regardless of estate size. Their services aim to prepare families before crises arise, ensuring smooth transitions and minimizing stress and costs. The intended clients include individuals and families seeking expert guidance in trust and estate matters, as well as advisors like trust and estate attorneys, financial professionals, and family law attorneys.Explore more
The Professional Trustee's Social MediaPopular SearchesThe Professional TrusteeProfessional TrusteeThe Professional Trustee, a unit of Felix Group PCSIC Code 62,628NAICS Code 52,523Show more

The Professional Trustee Org Chart

PhoneEmail
MR
United States flag for contact location.

Manager, Compliance

PhoneEmail

PhoneEmail
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The Professional Trustee

<$5M
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1994
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Michael RyzyManager, Compliance
$15.5M
11-50
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2015
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Thomas ThorpeCalifornia Licensed Fiduciary Professional
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Daniel RayDirector, Compliance & Chief Investment Officer
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Carina HillChief Operating Officer
Illustration of an envelope

Company Profile Activity

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Activity Insights

The Professional Trustee is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Professional Trustee Tech Stack

A closer look at the technologies used by The Professional Trustee

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Frequently Asked Questions Regarding The Professional Trustee

What is The Professional Trustee's official website?
The Professional Trustee's official website is www.the-professional-trustee.com
What is The Professional Trustee's Revenue?
The Professional Trustee's revenue is <$5 Million
What is The Professional Trustee's SIC code?
The Professional Trustee's SIC: 62,628
What is The Professional Trustee's NAICS code?
The Professional Trustee's NAICS: 52,523
How many employees does The Professional Trustee have?
The Professional Trustee has 1-10 employees
What industry does The Professional Trustee belong to?
The Professional Trustee is in the industry of: Finance, Business Services, Securities Trading
What is The Professional Trustee competition?
The Professional Trustee top competitors include: Inlet Private Wealth, Trustee Services Group, LivingRevocableFamilyTrusts.com, Trust and Estate Management
What technology does The Professional Trustee use?
Some of the popular technologies that The Professional Trustee uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact The Professional Trustee?
The Professional Trustee contact info: Phone number: (847) 444-0251 Website: www.the-professional-trustee.com
What does The Professional Trustee do?

The Professional Trustee specializes in trust administration, offering services such as on-demand crisis trustee and successor trustee roles to help families navigate the complexities of estate planning. Led by Dan Felix, a Master Trustee, the company provides personalized solutions tailored to the unique needs of each client, regardless of estate... size. Their services aim to prepare families before crises arise, ensuring smooth transitions and minimizing stress and costs. The intended clients include individuals and families seeking expert guidance in trust and estate matters, as well as advisors like trust and estate attorneys, financial professionals, and family law attorneys.Read More

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

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