ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration services. We are committed to helping each client in collaboration with their legal, tax and professional advisers fulfill their personal and financial goals within an environment of complete and absolute integrity. Our clients can expect professional service, honest advice and clear communication at all times. Our fiduciary experts will either implement an existing trust document for a customer, or work with a client and their attorney to help them craft a new one. All of ProFiduciary's clients are provided with fee schedules and a description of services during their initial meeting with our team, which will tailor each trust, in a timely fashion, to an individual's particular needs.
View Top Employees from ProFiduciary, Inc.Website | http://profiduciary.com |
Revenue | $1 million |
Employees | 8 (5 on RocketReach) |
Founded | 2005 |
Address | 1842 3rd Ave, San Diego, California 92101, US |
Phone | (619) 501-4626 |
Fax | (619) 501-3603 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Brickley Wealth Management, Family Office Services Inc, Fiduciary Partners Trust Company, Premier Trust, Inc., RICE, HEARD & BIGELOW, INC. |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies, NAICS Code 523991 Companies, NAICS Code 523 Companies |
Looking for a particular ProFiduciary, Inc. employee's phone or email?
The ProFiduciary, Inc. annual revenue was $1 million in 2024.
Thomas Thale is the President and Founder of ProFiduciary, Inc..
5 people are employed at ProFiduciary, Inc..
ProFiduciary, Inc. is based in San Diego, California.
The NAICS codes for ProFiduciary, Inc. are [52, 5239, 52399, 523991, 523].
The SIC codes for ProFiduciary, Inc. are [673, 67].