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Caldwell Trust

www.ctrust.com

 
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.ctrust.com
  • 1400 Center Road
    Venice, FL USA 34292
  • Phone: 941.493.3600

Executives

Name Title Contact Details
Leonard Nagel
 Director of Technology Profile

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