Charter Trust Information

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Founded in 1984, Charter Trust Company is a privately held wealth management firm headquartered in Concord NH. Working confidentially with individuals and families to create, manage and preserve wealth, the company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. Charter Trust is the largest, locally owned, investment management company in Northern New England and is owned by Lake Sunapee Bank.

Website	http://www.chartertrust.com
Revenue	$6 million
Employees	19 (2 on RocketReach)
Founded	1984
Address	254 Main St, Biddeford, Maine 04005, US
Phone	+1 207-286-3741
Technologies	JavaScript , HTML , Google Analytics +20 more (view full list)
Industry	Investment Management, Finance General, Other Financial Services, Finance, Trust Services, Trustee of Trust Fund Management, Estate Planning, Financial Planning, Retirement Accounts, Family Office
Web Rank	9 Million
Keywords	Wealth Management, Financial Planning, Investment Management, Estate Planning, Portfolio Management, Wealth Preservation, Retirement Planning, Financial Advisory, Private Wealth, Family Office, Trust Services, Investment Advisory, Tax Planning, Financial Services, Asset Management, High Net Worth, Charitable Giving, Legacy Planning, Succession Planning, Financial Strategies
Competitors	Wells Fargo, J.P. Morgan, UBS, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, BMO, Northern Trust Corporation, Raymond James, Citibank Private Bank +37 more (view full list)
SIC	SIC Code 67 Companies, SIC Code 673 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 523991 Companies, NAICS Code 52 Companies

Charter Trust Questions

What is the annual revenue of Charter Trust?

The Charter Trust annual revenue was $6 million in 2026.

How many people are employed at Charter Trust?

2 people are employed at Charter Trust.

Where is Charter Trust based?

Charter Trust is based in Biddeford, Maine.

What is the NAICS code for Charter Trust?

The NAICS codes for Charter Trust are [523, 52399, 5239, 523991, 52].

What is the SIC code for Charter Trust?

The SIC codes for Charter Trust are [67, 673].

Top Charter Trust Employees

Adrian Roman

Marketing Consultant at Charter Trust

England, United Kingdom
Adrian Roman

Marketing consultant at Charter Trust

Watford, GB

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