Citadel Trust Advisors

Financial Services • University City, Missouri, United States • 1-10 Employees

Company overview

Headquarters	8630 Delmar Blvd, Suite #110, St. Louis, MO 63124, US
Phone number	+13149971110
Website	citadeltrust.com
NAICS	52
SIC	673
Keywords	Performance Improvement, Asset Management, Risk Reduction, Irrevocable Life Insurance Trusts, Ilit Administration, Divesting Ilit Liability, Ilit Management, Ilit Transfer, Ilit Trustee
Employees	1-10
Socials

Key Contact at Citadel Trust Advisors

Jonathan Spetner

President

Citadel Trust Advisors Email Formats

Citadel Trust Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@citadeltrust.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@citadeltrust.com	100%

About Citadel Trust Advisors

Citadel Trust Advisors manages and transfers Irrevocable Life Insurance Trusts (ILITs). Citadel is uniquely dedicated to the complexities of ILITs. We have a staff committed to excellence in ILIT management, oversight, analysis, transfer, recommendations and support. Citadel will manage your ILIT (or your Trust Company's book of ILITs) by performing: A Comprehensive review of the ILIT vehicle Pre-acceptance & annual reviews of the insurance carrier Ongoing performance reviews & market comparisons of the insurance policy Due diligence in managing assets of variable universal life insurance policies And helping to redesign, sell or exchange non performing life insurance policies Citadel is a Full-Service ILIT Third Party Administrator (TPA). Together with our trust partner we will: Manage annual contributions to the ILIT Pay Annual premiums to the Life Insurance Carrier Prepare and send all "Crummey" notices ILIT Expertise is needed to understand, administer, analyze and restructure under-performing trusts. If the trust is not set up, administered and reviewed annually, the liability rests with the fiduciary. Let Citadel manage your ILIT. Citadel accepts existing ILITs from banks and trust companies across the country, law firms, financial practicesand individuals serving as trustee.

Citadel Trust Advisors revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Citadel Trust Advisors has never raised funding before.

Citadel Trust Advisors Tech Stack

Discover the technologies and tools that power Citadel Trust Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Apache HTTP Server

Web servers

jQuery CDN

CDN

Amazon Web Services

PaaS

jQuery

JavaScript libraries

Sectigo

SSL/TLS certificate authorities

Frequently asked questions

Citadel Trust Advisors is located in University City, Missouri, US.

You can reach Citadel Trust Advisors at +13149971110.

Citadel Trust Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Citadel Trust Advisors

Jonathan Spetner

President

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