WebJun 29, 2024 · AT is a Maine-chartered nondepository trust company providing investment management, trustee, and fiduciary services to individuals, families, and not-for-profit organizations. As of March 30, 2024, AT held 282 accounts with approximately $300 million in assets under management. WebOct 22, 2024 · Clearstead Advisors, LLC. (216) 621 – 1090 [email protected]. Clearstead Advisors Acquires Santa Fe-Based Avalon Trust. Cleveland, OH March 1, 2024 . Clearstead’s eighth acquisition will expand its presence in the Southwest and bolster its trust capabilities.
Maine
WebClearstead Trust is based out of Portland. Their last reported 13F filing for Q4 2024 included $299,968,000 in managed 13F securities and a top 10 holdings concentration of 48.62%. Clearstead Trust's largest holding is iShares Morningstar Growth ETF- with shares held of 823,195. Whalewisdom has at least 26 13F filings. WebAs a boutique trust company, Clearstead Trust offers broad expertise in investment management, wealth planning, and trust services to individuals, families, and … As stated earlier, Clearstead Trust is a State of Maine chartered Trust … OUR OFFICE. 1 Union Street Suite 302 Portland, Maine 04101 207-775-7200 Prior to Clearstead Trust, Julie held senior positions at Acadia Trust and Atlantic … Clearstead Trust portfolio managers and analysts meet weekly with Clearstead … Clearstead Trust’s integrated service model provides clients with clarity that aligns … CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST … Clearstead Trust has experience educating clients about responsible investing and … CLEARSTEAD TRUST IS STRUCTURED TO PUT CLIENTS’ INTERESTS FIRST … The Baby Boomer generation – loosely defined as people born between 1946 … Clearstead Trust has experience teaching younger generations about managing … buy copper leaf
Clearstead Trust: Fiduciary Services & Wealth Management
WebWe are Clearstead Trust…providing the highest standards of fiduciary oversight, investment management advice, and trust services in a secure and enduring manner. In collaboration with our parent company, Clearstead Advisors, Clearstead Trust maintains a due diligence process whose purpose is to identify high-quality investments that meet our ... WebMay 26, 2024 · Application to establish nondepository trust company to be known as Clearstead Trust, LLC. (PDF) 2024-03-22: Notice of Maine State Credit Union to withdraw application of merger with Midcoast Federal Credit Union. (PDF) 2024-03-12: Notice of Merger of Charter Trust Company, Concord, NH and Bar Harbor Trust Services, … WebClearstead Trust's headquarters are located at 111 Commercial St Ste 302, Portland, Maine, 04101, United States What is Clearstead Trust's phone number? Clearstead … cell phone industry overview