Pennsylvania Trust
Investment Management • 
Radnor, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | Five Radnor Corporate Center, 100 Matsonford Road, Suite 450, Radnor, PA 19087, US |
| Phone number | +16109754300 |
| Websites | |
| NAICS | 5231 |
| Keywords | Trust Administration, Tax Preparation, Investment Management, Guardianships And Special Needs Trusts |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
Key Contact at Pennsylvania Trust
George Mcfarland
President And Chief Executive Officer
Pennsylvania Trust Email Formats
Pennsylvania Trust uses 1 email format. The most common is {last name} (e.g., doe@penntrust.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@penntrust.com | 100% |
About Pennsylvania Trust
As of May 1, 2020, Pennsylvania Trust is part of Fiduciary Trust International. For over 30 years, Pennsylvania Trust has been helping individuals, families, and nonprofit organizations preserve and grow their wealth. Our expert professionals provide integrated and tailored investment, financial planning, tax, trust, estate, and philanthropic solutions that make our clients’ lives easier, giving them peace of mind and contributing to their overall wellbeing. At Pennsylvania Trust, we believe our clients’ investment objectives are most effectively realized through asset allocation, diversification and risk control. Accordingly, we offer our clients separately managed portfolios, employing a variety of strategies utilizing individual securities, mutual funds, and ETFs. When appropriate, we augment our client portfolios with alternative investments, such as private equity, further enhancing diversification while improving the potential for competitive long-term returns. Pennsylvania Trust is recognized for its award-winning fiduciary services for individuals and families. Guided by established fiduciary standards, we are dedicated to serving our clients with their best interests in mind, often working with multiple generations within a family. As a worthy and compelling alternative to the larger corporate fiduciaries, we serve as trustee for revocable, irrevocable, testamentary and charitable remainder trusts, and as corporate executor in the settlement of estates. We also offer estate, financial and tax planning, as well as tax preparation services. Importantly, we have a dedicated team that specializes in serving as guardian and trustee for special needs situations.
Pennsylvania Trust revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $417,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Pennsylvania Trust has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Pennsylvania Trust has never raised funding before.
Hong Kong
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Frequently asked questions
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