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    Heritage Trust Company

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    Description

    • In 1998, a group of trust officers and customers came together to form an alternative to big bank trust departments for those desiring unbiased and independent counsel with a high level of customer service. Today, Heritage Trust Company - an independent, privately-owned trust bank - offers trust administration in addition to oil and gas management, real estate management, institutional services, financial planning, and investment management. In 2015, Heritage combined with Argent Financial Group to form the largest independent, trust-based wealth management firm domiciled in the South. Responsible for client assets of more than $14.5 billion, our firm has the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, foundations and public entities. We currently serve clients in all 50 U.S. states from our 25 offices located across 12 states.
    • location

      Headquarters:621 North Robinson Suite 100, Oklahoma City, Oklahoma, United States

      More
    • Heritage Trust Company phone

      Phone Number: +1 405-848-8899

    • Heritage Trust Company website

      Website: https://www.heritagetrust.com

    • Heritage Trust Company employees

      Employees:33

    • Heritage Trust Company revenue

      Revenue:$10 - 50M

    • Heritage Trust Company legal name

      Legal Name:Heritage Trust Company

    • Heritage Trust Company's Social Media

      Heritage Trust Company linkedin Heritage Trust Company facebook Heritage Trust Company twitter
    • done Is this data correct?

    • |  NAICS Code: 525910  |

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    Person level website identification

    CEO for Heritage Trust Company

    Aaron Jack

    Chief Executive Officer, Heritage Trust Company

    Person level website visitor identification

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    View Employees

    Tumelo Tlooke

    Group Chief Financial Officer

    Michael Romero

    President

    Nicole Garton

    President

    Kevin Karpe

    President

    Brian Hill

    Vice President And Trust Officer

    Frequently Asked Questions regarding Heritage Trust Company

    • Where are Heritage Trust Company's Headquarters?

      Heritage Trust Company's Headquarters are in 621 North Robinson Suite 100,Oklahoma City,Oklahoma,United States

    • What is Heritage Trust Company's phone number?

      Heritage Trust Company's phone number is +1 405-848-8899

    • What is Heritage Trust Company's official website?

      Heritage Trust Company's official website is https://www.heritagetrust.com

    • What is Heritage Trust Company's Revenue?

      Heritage Trust Company's revenue is $10 - 50M

    • What is Heritage Trust Company's NAICS code?

      Heritage Trust Company's NAICS code is 525910

    • How many employees are working in Heritage Trust Company

      Heritage Trust Company has 33 employees

    • What is Heritage Trust Company's Industry?

      Heritage Trust Company is in the industry of Banking

    • Who is Heritage Trust Company's CEO?

      Heritage Trust Company's CEO is Aaron Jack

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