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VERIFIED COMPANY DOSSIER

ira services trust company

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IRA Services is the preferred choice for individuals to use their 401k and IRA accounts for investments in real estate, venture funds, limited partnerships (LPs), limited liability companies (LLCs), deeds of trust, real estate investment trusts (REITs), precious metals, promissory notes, closely-held private stocks, tax liens, hedge funds, life settlements and more. If you are looking for the highest level of service with maximum security and the lowest fees, then IRA Services is your opportunity for leveraging your Retirement Savings Account for investments with more choices and more control. With over 39 years of unmatched experience and customer satisfaction, our clients have the security and safety of working with the market and technology leader in the industry. IRA Services Trust Company provides the necessary custodial services for your self-directed account. Our custodial services include: opening your account; assisting in the funding of your account; processing your investment instructions; processing distributions and expense payments; updating your account with current asset values; providing you with quarterly statements of your account; serving as the custodian of your account and its assets; reporting required information to the IRS and other governmental agencies; and answering questions about your account and our procedures. IRA Services Trust Company is not an investment advisor and provides no investment advice, nor do we perform due-diligence of any kind regarding any investment. IRA Services Trust Company does not have fiduciary duties of any kind or nature. For more information, call (800) 248-8447 or visit www.IRAServices.com.

IRA Services is the preferred choice for individuals to use their 401k and IRA accounts for investments in real estate, venture funds, limited partnerships (LPs), limited liability companies (LLCs), deeds of trust, real estate investment trusts (REITs), precious metals, promissory notes, closely-held private stocks, tax liens, hedge funds, life settlements and more. If you are looking for the highest level of service with maximum security and the lowest fees, then IRA Services is your opportunity for leveraging your Retirement Savings Account for investments with more choices and more control. With over 39 years of unmatched experience and customer satisfaction, our clients have the security and safety of working with the market and technology leader in the industry. IRA Services Trust Company provides the necessary custodial services for your self-directed account. Our custodial services include: opening your account; assisting in the funding of your account; processing your investment instructions; processing distributions and expense payments; updating your account with current asset values; providing you with quarterly statements of your account; serving as the custodian of your account and its assets; reporting required information to the IRS and other governmental agencies; and answering questions about your account and our procedures. IRA Services Trust Company is not an investment advisor and provides no investment advice, nor do we perform due-diligence of any kind regarding any investment. IRA Services Trust Company does not have fiduciary duties of any kind or nature. For more information, call (800) 248-8447 or visit www.IRAServices.com.

Primary SectorFinancial Services
Workforce Size51-200 Employees
Global HQAtherton, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
51-200
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
1160 Industrial Road, Suite 1 San Carlos, CA
City
Atherton
Region / State
California
Postal Code
94070
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainiraservices.com
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LinkedIn NetworkActive Profile
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