TrustCore

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

5314 Maryland Way Ste 300, Brentwood, Te...

Phone Number

(615) 377-1177

Revenue

$25.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About TrustCore

TrustCore LLC is an independent wealth management and financial planning firm serving individuals and businesses across the United States for more than 30 years. The firm provides comprehensive advisory services spanning financial planning, wealth management, stock options, risk management, investments, insurance, retirement planning, healthcare, education, taxes, and estate planning. Founded to address the market need for objective, client-focused, and coordinated financial advice, TrustCore has grown to become one of the largest independent wealth management firms in the country, with client assets totaling $1.2 billion. The firm operates under a strict fiduciary standard, requiring advisors to prioritize client interests above all else, and maintains complete independence from brokerage firms, banks, insurance companies, and other financial services entities. This structural independence allows TrustCore to offer unbiased recommendations without promoting proprietary or "house brandRead more
TrustCore's Social MediaPopular SearchesTrustCore LLCTrustcoreTrustcore FinancialTrustcore Insurance Agency IncTrustCore Investments LLCSIC Code 62,628NAICS Code 52,523Show more

TrustCore Org Chart

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Vice President, Financial & Advisor

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Vice President, Financial & Advisor

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Financial Principal & Advisor

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Financial Principal & Advisor

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Financial Principal & Advisor

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Financial Planning Senior Associate

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Associate

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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TrustCore

$25.3M
11-50
Private
-
1984
CM
Chanon MacDonaldVice President, Financial & Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

TrustCore Tech Stack

A closer look at the technologies used by TrustCore

TrustCore News & Media

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Frequently Asked Questions Regarding TrustCore

What is TrustCore's official website?
TrustCore's official website is www.trustcore.com
What is TrustCore's Revenue?
TrustCore's revenue is $25.3 Million
What is TrustCore's SIC code?
TrustCore's SIC: 62,628
What is TrustCore's NAICS code?
TrustCore's NAICS: 52,523
How many employees does TrustCore have?
TrustCore has 11-50 employees
What industry does TrustCore belong to?
TrustCore is in the industry of: Finance, Securities Trading
What is TrustCore competition?
TrustCore top competitors include: Ratcliff Financial Services, Bayntree Wealth Advisors, ECL Private Wealth Management, Sterling Total Wealth Solutions
What technology does TrustCore use?
Some of the popular technologies that TrustCore uses are: WordPress.org, AppRiver, Microsoft Azure, Microsoft 365
How do I contact TrustCore?
TrustCore contact info: Phone number: (615) 377-1177 Website: www.trustcore.com
What does TrustCore do?

TrustCore LLC is an independent wealth management and financial planning firm serving individuals and businesses across the United States for more than 30 years. The firm provides comprehensive advisory services spanning financial planning, wealth management, stock options, risk management, investments, insurance, retirement planning, healthcare, e... ducation, taxes, and estate planning. Founded to address the market need for objective, client-focused, and coordinated financial advice, TrustCore has grown to become one of the largest independent wealth management firms in the country, with client assets totaling $1.2 billion. The firm operates under a strict fiduciary standard, requiring advisors to prioritize client interests above all else, and maintains complete independence from brokerage firms, banks, insurance companies, and other financial services entities. This structural independence allows TrustCore to offer unbiased recommendations without promoting proprietary or "house brand" products, and its financial planners operate free from production or sales quotas that might otherwise influence advice. The firm's scale and resources enable it to deliver deep expertise, access to unique investment opportunities, and a broader range of quality investment options typically at lower costs than smaller advisory firms can provide. TrustCore distinguishes itself by placing comprehensive financial planning at the center of its service model, using detailed planning as the foundation for all investment and financial decisions rather than treating planning as a secondary consideration. The firm evaluates prospective clients individually based on their current circumstances and future potential, with no rigid minimum investment requirement, making its services accessible across a range of client profiles. This combination of fiduciary commitment, operational independence, extensive expertise across multiple financial disciplines, substantial assets under management, and planning-first philosophy positions TrustCore ...Read More

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

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