


Tri-Star Trust Revenue
Financial Services • Saginaw, Michigan, United States • 51-100 Employees
Tri-Star Trust revenue & valuation
| Annual revenue | $17,200,000 |
| Revenue per employee | $249,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $54,900,000 |
| Total funding | No funding |
Key Contacts at Tri-Star Trust
Jane L. Hagen Aif
Senior Vice President, Director Of Retirement Plans
Kevin Scorsone
Senior Vice President- Midland Market Director, Sr Relationship Manager, Brokerage Services Manager
Gene Pickelman
Co-Founder, Director And President & Ceo
Kristen Wuerfel
Director Of Marketing And Communications
Steve Hill
Vice President, Director Of Investments
Mason Sarosi
Vp, Frankenmuth Market Director And Relationship Manager
Jon Pickelman
Market Director And Relationship Manager
Adam Engel
Vice President, Director Of Operations
Larry Preston
Ceo
Company overview
| Headquarters | 1004 N. Michigan Ave., Saginaw, MI 48602, US |
| Phone number | +19894927620 |
| Website | |
| NAICS | 52 |
| SIC | 609 |
| Keywords | Investments, Pensions, Insurance Planning, Charitable Planning, Wealth Management, Tax, Financial Planning, Portfolio, Estate Planning, Nonprofits, Trust Services, 401(K) Plans, Assets |
| Founded | 2000 |
| Employees | 51-100 |
| Socials |
Tri-Star Trust Email Formats
Tri-Star Trust uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@tristartrust.com), used 76.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@tristartrust.com | 76.8% |
{first name}.{last name} | john.doe@tristartrust.com | 19.6% |
{first initial} | j@tristartrust.com | 1.8% |
{first name}{last name} | johndoe@tristartrust.com | 1.8% |
About Tri-Star Trust
At Tri-Star, there’s a purpose to all we do. A higher purpose. One that we state plainly and refer to regularly of “Building caring, genuine relationships that strengthen families and transform our communities." People are our business. Our clients' families and futures are the focus of all our efforts at Tri-Star Trust. As a locally-based, community-focused business, we're striving for something greater than ourselves and our bottom line. Let us help you create a financial strategy that fits for your family, business, or non-profit. Through strong relationships and an intentional purpose, we have grown to a staff of more than 50 professionals, managing over $2 billion in client assets, contributing to more than 160 local nonprofits, and expanding to four convenient locations in central Michigan (Saginaw, Lansing, Midland and Frankenmuth). We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day? Why Tri-Star? - We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special. - We act in good faith and hold ourselves to a higher fiduciary standard. - We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities. Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve. We currently serve over 1,100 relationships and manage over $2 billion in client assets while maintaining 98% client retention. Please visit our website at www.tristartrust.com to learn more.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Tri-Star Trust has 35 employees across 7 departments.
Departments
Number of employees
Funding Data
Tri-Star Trust has never raised funding before.
Tri-Star Trust Tech Stack
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Frequently asked questions
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