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Tri-Star Trust

Tri-Star Trust Revenue

Financial ServicesFlag of USSaginaw, Michigan, United States51-100 Employees

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Tri-Star Trust revenue & valuation

Annual revenue$17,200,000
Revenue per employee$249,000
Estimated valuation?$54,900,000
Total fundingNo funding

Key Contacts at Tri-Star Trust

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Jane L. Hagen Aif

Senior Vice President, Director Of Retirement Plans

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Kevin Scorsone

Senior Vice President- Midland Market Director, Sr Relationship Manager, Brokerage Services Manager

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Gene Pickelman

Co-Founder, Director And President & Ceo

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Kristen Wuerfel

Director Of Marketing And Communications

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Steve Hill

Vice President, Director Of Investments

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Mason Sarosi

Vp, Frankenmuth Market Director And Relationship Manager

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Jon Pickelman

Market Director And Relationship Manager

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Adam Engel

Vice President, Director Of Operations

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Larry Preston

Ceo

Company overview

Headquarters1004 N. Michigan Ave., Saginaw, MI 48602, US
Phone number+19894927620
Website
NAICS52
SIC609
Keywords
Investments, Pensions, Insurance Planning, Charitable Planning, Wealth Management, Tax, Financial Planning, Portfolio, Estate Planning, Nonprofits, Trust Services, 401(K) Plans, Assets
Founded2000
Employees51-100
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.

FormatExamplePercentage
{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

Entry
Vice President
C-Suite

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

Discover the technologies and tools that power Tri-Star Trust's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Slick

Slick

JavaScript libraries

Site Kit

Site Kit

Analytics

jQuery Mobile

jQuery Mobile

Mobile frameworks

Animate.css

Animate.css

UI frameworks

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

HSTS

HSTS

Security

WordPress

WordPress

Blogs

Divi

Divi

Page builders

Frequently asked questions

Tri-Star Trust is located in Saginaw, Michigan, US.
You can reach Tri-Star Trust at +19894927620.
Tri-Star Trust generates an estimated annual revenue of $17,154,293. This revenue figure reflects the company's market position and business performance in its industry.
Tri-Star Trust has an estimated valuation of $54,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Tri-Star Trust was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Tri-Star Trust has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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