Trust Counselor

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7016 Baxtershire Dr, Dallas, Texas, 7523...

Phone Number

(214) 213-7018

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Trust Counselor

Trust Counselor LLC, led by Dave Folz, specializes in providing trustee services in Texas, collaborating with attorneys, CPAs, financial planners, and life insurance professionals. The company offers guidance on fiduciary responsibilities, investment management, distributions, and tax matters, ensuring that the intent of the trust creator is fulfilled. With extensive experience and industry contacts, Trust Counselor LLC helps clients navigate the complexities of trust management. Their services are aimed at families and individuals seeking support in managing their trusts effectively.Explore more
Popular SearchesTrust Counselor LLCTrust CounselorSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trust Counselor

<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2009
Eli Gelb, President at EYG Group Benefits
Eli GelbPresident
<$5M
11-50
Private
-
-
JH
Juber HussainSenior System Analyst
<$5M
1-10
Private
-
2005
AD
Anthony DagostinoInsurance Broker
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2009
DR
Daniel RayDirector, Compliance & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Trust Counselor Tech Stack

A closer look at the technologies used by Trust Counselor

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Frequently Asked Questions Regarding Trust Counselor

What is Trust Counselor's official website?
Trust Counselor's official website is www.trustcounselorllc.com
What is Trust Counselor's Revenue?
Trust Counselor's revenue is <$5 Million
What is Trust Counselor's SIC code?
Trust Counselor's SIC: 62,628
What is Trust Counselor's NAICS code?
Trust Counselor's NAICS: 52,523
How many employees does Trust Counselor have?
Trust Counselor has 1-10 employees
What industry does Trust Counselor belong to?
Trust Counselor is in the industry of: Finance, Securities Trading
What is Trust Counselor competition?
Trust Counselor top competitors include: Wealth Advisors Trust, Cafaro Insurance Agency, Goldberg & Associates, National Life Insurance Solution
What technology does Trust Counselor use?
Some of the popular technologies that Trust Counselor uses are: WordPress.org, PHP, F5 Silverline DDoS Protection, Microsoft 365
How do I contact Trust Counselor?
Trust Counselor contact info: Phone number: (214) 213-7018 Website: www.trustcounselorllc.com
What does Trust Counselor do?

Trust Counselor LLC, led by Dave Folz, specializes in providing trustee services in Texas, collaborating with attorneys, CPAs, financial planners, and life insurance professionals. The company offers guidance on fiduciary responsibilities, investment management, distributions, and tax matters, ensuring that the intent of the trust creator is fulfil... led. With extensive experience and industry contacts, Trust Counselor LLC helps clients navigate the complexities of trust management. Their services are aimed at families and individuals seeking support in managing their trusts effectively.Read More

Is Trust Counselor a public company?
Trust Counselor is private company therefore does not currently have an official ticker symbol
See more information about Trust Counselor

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