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Coastline Trust Company logo — Providence's Boutique Trust Company

Coastline Trust Company

Providence's Boutique Trust Company

Founded 2004 United States Providence, United States 11 employees Financial Services, Wealth Management

General Information

Company Name Coastline Trust Company
Founded Year 2004
Location United States Providence, United States +1
Employees 11
Industries Financial Services, Wealth Management
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About Coastline Trust Company

Coastline Trust Company is a boutique trust and investment company headquartered in Providence, RI and was founded in 2008. With a clientele spanning the United States and Europe, the company manages assets exceeding $1.8 billion, primarily in fixed income and equity investments. The firm's focuses on providing exceptional service to help clients meet their financial objectives, simplifying the process for convenience. Its professional team, consisting of three investment officers, a senior trust officer, and a skilled administrative support staff, delivers comprehensive wealth management services, including investment counseling, retirement planning, trust & estate services, college funding planning, financial planning, and custodial and bill paying services. Coastline Trust Company operates within the Financial Services and Wealth Management industries. Currently, there is no available information on the company's recent investments or investors.

Taxonomy: Boutique Trust Company, Investment Management, Wealth Management, Financial Planning, Retirement Planning, Trust Services, Estate Services, Fixed Income Investments, Equity Investments, Providence, RI, Client Services, Custodial Services, Bill Paying Services

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Coastline Trust Company Alternatives & Competitors

Coastline Trust Company vs
Argent Financial Group, Inc.
Argent Financial Group, Inc. United States

A leading independent fiduciary wealth management firm.

238 employees
Finance, Financial Services
Coastline Trust Company vs
Exeter Financial
Exeter Financial United States

World-class financial services provided to high-net-worth individuals and their families.

11 employees
Financial Services, Real Estate
Coastline Trust Company vs
Legacy Private Trust Company
Legacy Private Trust Company United States

A single business focus: to build and preserve your wealth with intelligence, compassion, and person...

42 employees
Financial Services
Also compare with: Coastline Trust Company vs Security National Trust Company Security National Trust Company

FAQ About Coastline Trust Company

Providence's Boutique Trust Company
Coastline Trust Company was founded in 2004.
Coastline Trust Company is headquartered in Providence, United States.
Coastline Trust Company operates in the following industries: Financial Services, Wealth Management.
Coastline Trust Company has approximately 11 employees.
Top alternatives and competitors to Coastline Trust Company include Argent Financial Group, Inc., Exeter Financial, Legacy Private Trust Company, Security National Trust Company, Blue Trust - Greenville. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Coastline Trust Company and Argent Financial Group, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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