Legacy Trust GR
Investment Management • 
Grand Rapids, Michigan, United States • 21-50 Employees
Company overview
| Headquarters | 99 Monroe Avenue NW, Suite 600, Grand Rapids, MI 49503, US |
| Phone number | +16164542852 |
| Website | |
| NAICS | 5231 |
| SIC | 673 |
| Keywords | Wealth Management, Investment Management, Family Office Services, Trust Planning And Administration |
| Founded | 2004 |
| Employees | 21-50 |
| Socials |
Key Contacts at Legacy Trust GR
Mark Periard
Director Of Wealth Management
Bill Lettinga
Member Board Of Directors
Legacy Trust GR Email Formats
Legacy Trust GR uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@legacygr.com), used 84.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@legacygr.com | 84.2% |
{first name}{last name} | johndoe@legacygr.com | 10.5% |
{last name}{last name} | doedoe@legacygr.com | 5.3% |
About Legacy Trust GR
At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding. The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused. In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount. Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.
Legacy Trust GR revenue & valuation
| Annual revenue | $20,800,000 |
| Revenue per employee | $716,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $66,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Legacy Trust GR has 9 employees across 7 departments.
Departments
Number of employees
Funding Data
Legacy Trust GR has never raised funding before.
Legacy Trust GR Tech Stack
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Frequently asked questions
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