Summary
Indiana Trust Wealth Management
Founded in 1988
Description
Indiana Trust is an independent trust company that provides investment and wealth management services to clients and their families nationwide. They are deeply committed to the communities they serve and offer personalized attention to their clients.
Strengths
- Indiana Trust Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Indiana Trust Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Indiana Trust Wealth Management's annual revenue
$9292000
Based on Kona Equity data
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Revenue per employee
$265485
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Variance of revenue growth
0.76
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Annual revenue growth since founding
$258111
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Revenue growth rate from first known quarter to current
22.3%
Employee Count
35 employees
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Employee growth rate from first known quarter to current
10.5%
Executives
Jessica Burbrink
Vice President
j**@indtrust.comSherri Robbins
Investment Operations Specialist
s**@indtrust.comPaul Sehnert
Managing Director
p**@indtrust.comKay Ude
Mortgage Processing Supervisor
k**@indtrust.comMichelle Thurin
Wealth Advisorestate Specialist
m**@indtrust.comMark Andrews
Vice President, Wealth Advisor
m**@indtrust.comJon-Michael Plennert
Investment Advisor
j**@indtrust.comJudith Weicht
Vice President Wealth Advisor
j**@indtrust.comClayton Bill
Vice President, Director of Investment Advisory Services
c**@indtrust.comJohn Dimarzio
Manager, Information Technology
j**@indtrust.comJudith Polson
Vice President
j**@indtrust.comElena Nielsen
Executive Vice President & Director, Information Technology & Operations
e**@indtrust.comVictoria Racine
Controller & Director, Tax & Finance
v**@indtrust.comArchie Spangler
Vice President
a**@indtrust.comTracy Clark
Wealth Advisor
t**@indtrust.comBarbara Fox
Vice President, Director of Operations
b**@indtrust.comDavid Kibbe
CEO
d**@indtrust.comEdward Huffman
Vice President and Senior Trust Officer
e**@indtrust.comLynn Lucas
Administrative Assistant
l**@indtrust.comTina Patton
Director, Nonprofit & Foundation Engagement
t**@indtrust.comSara Wolfe
Receptionist and Administrative Assistant for Mishawaka Office
s**@indtrust.comMartin Hillery
Vice President Wealth Advisor
m**@indtrust.comNaomi Hall
Vice President, Director of Retirement Plan Services
n**@indtrust.comCheron Merten
Vice President, Director of Compliance
c**@indtrust.comPhone Trust
President & Chief Executive Officer
p**@indtrust.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Key Information
- Name: Indiana Trust Wealth Management
- Category: Investment management
- Industry: Financial Institution
- SIC: 67; 673
- NAICS: 525920; 5259
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By State IN Small companies in IN Investment management in IN Small Investment management in IN Mid-size Investment management in IN Small Financial Institution in IN Mid-size Financial Institution in IN
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Firmographic data G Score of 6 Founded in 1988 SIC: 67 SIC: 673 NAICS: 525920 NAICS: 5259 #Investment Banking #Finance
Frequently Asked Questions
Indiana Trust Wealth Management's headquarters are located at 307 South Main St., Ste. 311 STE 100 Elkhart, IN 46516.
Indiana Trust Wealth Management's official website is indtrust.com
Indiana Trust Wealth Management's annual revenue is $9.3 M.
Indiana Trust Wealth Management's SIC: 67; 673
Indiana Trust Wealth Management's NAICS: 525920; 5259.
Indiana Trust Wealth Management has 35 employees
Indiana Trust Wealth Management is in the industry of Investment management.
