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Clearstead Trust (Atlantic Trust)

EST. AUM
$130,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Portland, ME
CRD Number
Website clearsteadtrust.com
Client types

Overview

Atlantic Trust has been acquired by Clearstead and re-branded to Clearstead Trust. Clearstead Trust is a Maine-chartered non-depository trust company located in Portland, Maine. Its mission is to help families meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves. It fulfills its mission by integrating trust services with investment management and leveraging the resources of its parent company for financial planning, tax planning and compliance, and family office services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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