Western Reserve Trust Company Revenue
Financial Services • 
Cleveland, Ohio, United States • 21-50 Employees
Western Reserve Trust Company revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contacts at Western Reserve Trust Company
David Woodburn
Relationship Manager & Director Of Business Development
Joseph M. Ferraro
Director, Family Wealth & Fiduciary Counsel
Company overview
| Headquarters | 600 Superior Ave E, Suite 1701, Cleveland, OH 44114, US |
| Phone number | +12163822273 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Family Office Services And Fiduciary Services |
| Founded | 2018 |
| Employees | 21-50 |
| Socials |
Western Reserve Trust Company Email Formats
Western Reserve Trust Company uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@westernreservetrustcompany.com), used 88.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@westernreservetrustcompany.com | 88.9% |
{first initial}{last name} | jdoe@westernreservetrustcompany.com | 11.1% |
About Western Reserve Trust Company
In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients. Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients’ needs change over time.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Western Reserve Trust Company has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Western Reserve Trust Company has never raised funding before.
Western Reserve Trust Company Tech Stack
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Frequently asked questions
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