Sarasota Private Trust
Likely to Engage tag.Highly Engaged Employees

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

240 S Pineapple Ave Ste 501, Sarasota, F...

Phone Number

(941) 328-1390

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 2
Signal Type
Feb
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Apr
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Jun
Jul
ZI Rank
1
1
1
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2

About Sarasota Private Trust

Sarasota Private Trust Company specializes in wealth management, co-investing, and trust services, catering primarily to multi-family offices and institutional clients. They offer a comprehensive range of fiduciary services, including investment advisory, estate administration, and customized tax-managed investment advice. With over $35 billion in assets under administration, the company emphasizes a client-centric approach, ensuring that they only profit when their clients do. Their services also extend to philanthropy and banking, providing world-class advice and access to exclusive investment opportunities.Explore more
Sarasota Private Trust's Social MediaPopular SearchesSarasota Private Trust CoSarasota Private Trust Company LLCSarasota Private TrustSIC Code 60,609NAICS Code 52,523Show more

Sarasota Private Trust Org Chart

JH
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President & Chief Executive Officer

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BV
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Managing Director

PhoneEmail
RA
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Managing Director and Senior Trust Officer

PhoneEmail
GH
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Managing Director and Wealth Advisor

PhoneEmail
CP
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Vice President and Wealth Advisor

PhoneEmail

PhoneEmail
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AG
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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sarasota Private Trust

<$5M
1-10
Private
-
2018
JH
John HartPresident & CEO
$15.5M
11-50
Private
<$5M
2015
RS
Robin SatyshurFounder & CEO & Board Member
$10M
11-50
Private
-
2001
KF
Keith FleischerPresident & CEO
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sarasota Private Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sarasota Private Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sarasota Private Trust.

Sarasota Private Trust Tech Stack

A closer look at the technologies used by Sarasota Private Trust

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Frequently Asked Questions Regarding Sarasota Private Trust

What is Sarasota Private Trust's official website?
Sarasota Private Trust's official website is www.sptco.com
What is Sarasota Private Trust's Revenue?
Sarasota Private Trust's revenue is <$5 Million
What is Sarasota Private Trust's SIC code?
Sarasota Private Trust's SIC: 60,609
What is Sarasota Private Trust's NAICS code?
Sarasota Private Trust's NAICS: 52,523
How many employees does Sarasota Private Trust have?
Sarasota Private Trust has 1-10 employees
What industry does Sarasota Private Trust belong to?
Sarasota Private Trust is in the industry of: Finance, Banking, Securities Trading
What is Sarasota Private Trust competition?
Sarasota Private Trust top competitors include: Inlet Private Wealth, Premier Trust, Pendleton Square Trust, Fountainhead Wealth
What technology does Sarasota Private Trust use?
Some of the popular technologies that Sarasota Private Trust uses are: WordPress.org, Proofpoint, Eploy, Engage ATS
How do I contact Sarasota Private Trust?
Sarasota Private Trust contact info: Phone number: (941) 328-1390 Website: www.sptco.com
What does Sarasota Private Trust do?

Sarasota Private Trust Company specializes in wealth management, co-investing, and trust services, catering primarily to multi-family offices and institutional clients. They offer a comprehensive range of fiduciary services, including investment advisory, estate administration, and customized tax-managed investment advice. With over $35 billion in... assets under administration, the company emphasizes a client-centric approach, ensuring that they only profit when their clients do. Their services also extend to philanthropy and banking, providing world-class advice and access to exclusive investment opportunities.Read More

What are Sarasota Private Trust social media links?
Sarasota Private Trust Linkedin page
Is Sarasota Private Trust a public company?
Sarasota Private Trust is private company therefore does not currently have an official ticker symbol
See more information about Sarasota Private Trust

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