LeTort Management & Trust Company

EST. AUM
$170,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website letorttrust.com
Client types

Overview

LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, the firm is held to the highest standards of fiduciary accountability in the industry. Its clients depend on the prudence and expert guidance it provides to secure a plan that works now and for future generations. Clients come first, which is the cornerstone of its business and the focus of everything that it does. The company's commitment to superior service is demonstrated by its attention to detail and personal touch in every aspect of its relationship with clients. The following areas of expertise are provided through its two lines of business: Wealth Management Services and Retirement Plan Services.

Platform Details

Investment Preferences

Alternative Activity