AGED Trust
Financial Services • 
Longwood, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1024 Florida Central Pkwy, Longwood, Florida 32750, US |
| Phone number | +14076824111 |
| Website | |
| NAICS | 52 |
| SIC | 832 |
| Keywords | Investments, Trust Administration, Trust Management, Distribution Management, Bill Payment, Trust Accounting, Pooled Trust |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
Key Contacts at AGED Trust
Nick Barton
Exec Director
Julie Strier
Office Manager, Hr Generalist, And Director Of Marketing
AGED Trust Email Formats
AGED Trust uses 2 email formats. The most common is {first initial} (e.g., j@trustaged.org), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@trustaged.org | 50% |
{first name} | john@trustaged.org | 50% |
About AGED Trust
Advocates and Guardians for the Elderly & Disabled (AGED, Inc.) is a 501 (c)3 non-profit trust company that assists seniors and disabled individuals of all ages qualify for government benefits, reduce medication costs, and preserve assets. AGED, Inc. provides three types of Special Needs Trusts: * d(4)(A) Disability Trusts are for disabled individuals under 65 who need to qualify for, and/or protect, government benefits. *d(4)(C) Pooled Trusts have no age restrictions, and can be established by anyone as long as the assets used to fund the trust belong to the disabled beneficiary. Pooled trusts must be managed by a non-profit organization, like AGED, Inc. *Third Party Trusts are designed to hold gifted or inherited assets from a third party to an individual or beneficiary with special needs. The Special Needs Trusts administered by AGED, Inc. conform to Qualified Medicaid Trust Guidelines under Florida DCF A-22: “The qualified Medicaid pooled trust for disabled individuals is a legal instrument which meets criteria 42 U.S.C. § 1396 (p)(d)(4)(c) and which allows disabled individuals to place assets and/or income into a trust to qualify for Medicaid assistance.”
AGED Trust revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
AGED Trust has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
AGED Trust has never raised funding before.
AGED Trust Tech Stack
Discover the technologies and tools that power AGED Trust's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Blogs
Canada
United Kingdom
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Frequently asked questions
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