Kodiak Trust Company
Investment, Funds and Trusts • 
Anchorage, Alaska, United States • 1-10 Employees
Company overview
| Headquarters | 16600 Centerfield Dr, Suite 203, Eagle River, Alaska 99577, US |
| Phone number | +19073022990 |
| Website | |
| NAICS | 5259 |
| SIC | 673 |
| Keywords | Trustee Services, Estate Planning Solutions, Asset Protection Trusts, Financial Planning Expertise, Charitable Trust Administration, Tax Optimization Strategies, International Trust Management, Alaska Jurisdiction Benefits, Alaska Trust Company, Asset Protection Laws Alaska, Comprehensive Estate Solutions, Cultural Sensitivity In Estate Planning, Dynasty Trust Planning, Extended Trust Durations, Global Trust Alliances, Independent Corporate Trustee, International Estate Advisors, No State Income Tax Trusts, Personalized Trust Management, Self-Settled Trusts |
| Employees | 1-10 |
Key Contact at Kodiak Trust Company
Josh Bromley
Director
Kodiak Trust Company Email Formats
Kodiak Trust Company uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@kodiaktrust.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@kodiaktrust.com | 66.7% |
{first name}.{last name} | john.doe@kodiaktrust.com | 33.3% |
About Kodiak Trust Company
Welcome to Kodiak Trust Company, your premier partner for innovative and comprehensive estate planning solutions. Based in Eagle River, Alaska, we offer a unique advantage in the world of trusts, leveraging Alaska's favorable trust statutes and income tax laws to provide exceptional benefits to our clients. With over 80 years of combined experience, our team specializes in offering fully independent, personalized trustee services that align with your clients' financial goals. At Kodiak Trust Company, we embrace Alaska's trust laws that cater to both residents and non-residents, allowing us to create a solid foundation for your client's financial security. Our team collaborates with attorneys, financial advisors, CPAs, and insurance professionals globally to craft tailored strategies that harness the benefits of Alaska's trust jurisdiction. Why Choose Us: ♦ Independence: We're not affiliated with any brokerage, insurance company, or bank, ensuring unbiased guidance. ♦ Expertise: Our team's extensive experience makes us adept at navigating domestic and international financial planning and estate issues. ♦ Flexibility: We empower investment advisors to continue managing assets while we serve as trustees. ♦ Personalization: As a boutique operation, we offer tailor-made solutions that meet your client's unique needs. ♦ Global Alliances: Through our professional network, we tap into the resources of larger firms. ♦ Cultural Understanding: Our fluency in Spanish and understanding of diverse customs ensure effective collaboration. Discover Alaska's unmatched opportunities for estate planning, including self-settled spendthrift and domestic asset protection trusts. Kodiak Trust Company specializes in a range of trust services, from dynasty to charitable trusts, with the added advantage of Alaska's no state income tax, extended trust durations, and robust asset protection laws. Secure legacies with Kodiak Trust Company's estate planning excellence.
Kodiak Trust Company revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Kodiak Trust Company has never raised funding before.
Canada
United Kingdom
Frequently asked questions
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