LeTort Trust

Financial Services • Silver Spring, Pennsylvania, United States • 11-20 Employees

Company overview

Headquarters	900 Bent Creek Blvd, Mechanicsburg, Pennsylvania 17050, US
Phone number	+17177617626
Website	letorttrust.com
NAICS	52
SIC	673
Keywords	Retirement Planning, Investment Management, Wealth Management Services, Qualified Retirement Plans, Retirement Plan Services, 401(K) Plans, Personal Trust Services
Employees	11-20
Socials

Key Contacts at LeTort Trust

Nick Schwartz

In-House Counsel - Director Of Fiduciary Services

Gregory Campbell

Director Of Operations

Phyllis Harmon

Coo & Director Of Wealth Management

Allen Clarke

Director Of Retirement Plan Services

Marty Eichelberger

Founder

LeTort Trust Email Formats

LeTort Trust uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@letorttrust.com), used 52.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@letorttrust.com	61.9%
{first name}{last name}	johndoe@letorttrust.com	28.6%
{first initial}	j@letorttrust.com	9.5%

About LeTort Trust

LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services. Qualified Retirement Plan Design and Administration Personal Wealth Management Retirement Planning Corporate Trustee Charitable Giving Trust and Estate Planning Investment Management Fiduciary Services In 2013, LeTort Trust was presented the “Small Business of the Year” Award by the Harrisburg Regional Chamber & CREDC, at the Catalyst Awards Ceremony.

LeTort Trust revenue & valuation

Annual revenue	$8,810,747
Revenue per employee	$441,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$28,200,000
Total funding	No funding