Professional Fiduciary Services Email Formats
Financial Services • 
Milwaukee, Wisconsin, United States • 1-10 Employees
Professional Fiduciary Services Email Formats
Professional Fiduciary Services uses 2 email formats. The most common is {last name} (e.g., doe@professional-fiduciary.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@professional-fiduciary.com | 66.7% |
{first initial} | j@professional-fiduciary.com | 33.3% |
Key Contacts at Professional Fiduciary Services
Peter Kote
Founder And President
Dennis Hoagland
Ceo And Managing Member
Peter Kote
Owner
Company overview
| Headquarters | Milwaukee, Wisconsin, United States |
| Phone number | +12626270366 |
| Website | |
| NAICS | 52 |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
About Professional Fiduciary Services
The Professional Fiduciary Services Group serves as an unbiased, independent fiduciary or trustee to mid-market institutional investors including ESOPs and retirement trusts. The firm was formed in 2007 and has been growing rapidly ever since. Transaction values have ranged from under $1,000,000 to over $250,000,000. We work with a variety of investment bankers, custodians, and money managers in an open architecture environment. Many of our clients are based in the upper mid-West; however, satisfied clients have referred us to new relationships on both coasts and the Southwest. Roles include transactional fiduciary, fiduciary committee member, independent board of director member, and ESOP trustee.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Professional Fiduciary Services has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Professional Fiduciary Services has never raised funding before.
Professional Fiduciary Services Tech Stack
Discover the technologies and tools that power Professional Fiduciary Services's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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