The Family Heritage Trust Company Revenue

Investment Management • Frederick, Maryland, United States • 1-10 Employees

The Family Heritage Trust Company revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at The Family Heritage Trust Company

Anne Marie Brandes

Director Of Marketing And Business Development

Company overview

Headquarters	30 West Patrick Street, Suite 100, Frederick, Maryland 21701, US
Phone number	+13016315900
Website	fhtrust.com
NAICS	5231
SIC	673
Keywords	Trusts, Special Needs Trusts, Estate Administration, Tax Efficiency, Charitable Giving, Equity Management, Fixed Income Management, Investment Policy Design, Family Trust, Strategic Portfolio Management, Wealth Preservation Planning, Retirement Administration, Revocable Living Trust, Dynasty Trust, Diversified Investment Managed Portfolios, Estate Reduction Trust, Generation Skipping Trust, Multi-Class Investment Management, Retirement Planning And Services
Founded	2008
Employees	1-10
Socials

The Family Heritage Trust Company Email Formats

The Family Heritage Trust Company uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@fhtrust.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@fhtrust.com	62.5%
{first initial}{second initial}	jo@fhtrust.com	25%
{first name}{last name}	johndoe@fhtrust.com	12.5%

About The Family Heritage Trust Company

Trust. It’s the essence of our company name, our business philosophy and our mission. The Family Heritage Trust Company provides individualized investment management and personal trust services. Headquartered in Frederick, Maryland with clients from across Maryland as well as Northern Virginia, West Virginia and Pennsylvania, The Family Heritage Trust Company offers a range of fiduciary and wealth management services designed to simplify complex financial challenges.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

The Family Heritage Trust Company has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

The Family Heritage Trust Company has never raised funding before.

The Family Heritage Trust Company Tech Stack

Discover the technologies and tools that power The Family Heritage Trust Company's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Underscore.js

JavaScript libraries

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

The Family Heritage Trust Company is located in Frederick, Maryland, US.

You can reach The Family Heritage Trust Company at +13016315900.

The Family Heritage Trust Company generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

The Family Heritage Trust Company has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Family Heritage Trust Company was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

The Family Heritage Trust Company has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Family Heritage Trust Company

Anne Marie Brandes

Director Of Marketing And Business Development

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