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About

About This Business

Exeter Trust Company administers self-directed (client directed) trust, agency and custody accounts, including, but not limited to, 1031 exchange qualified trust accounts, self-directed IRAs, self-directed traditional IRAs, self-directed Roth IRAs, self-directed SEP-IRAs, self-directed Simple IRAs, self-directed individual 401(k) plans, custody services, specialty holding escrows, and title holding trusts (land trusts), with an emphasis in real estate, real estate related assets and other non-traditional investments (often referred to as alternative investments). 

BBB Accredited Since: 12/18/2019

Years in Business: 7

Products and Services

1031 exchange qualified trust accounts, self-directed IRAs, self-directed traditional IRAs, self-directed Roth IRAs, self-directed SEP-IRAs, self-directed Simple IRAs, self-directed individual 401(k) plans, custody services, specialty holding escrows, and title holding trusts (land trusts), with an emphasis in real estate, real estate related assets and other non-traditional investments (often referred to as alternative investments). 

Photos and Videos

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Business Details

BBB File Opened:
12/2/2019
Business Started:
3/7/2019
Business Started Locally:
3/7/2019
Business Incorporated:
3/7/2019
Type of Entity:
Corporation
Alternate Names:
Exeter 1031 Exchange Services LLC
Exeter Asset Services Corporation
Business Management:
Mr. William L Exeter, Chief Executive Officer
Ms. Maureen H Brown, Senior Vice President
Number of Employees:
6

Additional Contact Information

Principal Contacts
Mr. William L Exeter, Chief Executive Officer
Customer Contacts
Mr. William L Exeter, Chief Executive Officer
Fax numbers
Primary Fax: (866) 393-8371
Additional Phone Numbers
Other Phone: (619) 239-3091
Additional Websites
exetertrustcompany.net

Additional Information

Payment methods
  • ACH
  • Check
  • Debit Card
  • Credit Card
Other Resources
Occupational/Industry License Database Colorado
1560 Broadway Ste 1350
Denver CO 80202
http://www.colorado.gov/oed/industry-license/
Business Categories
Trust Company, Financial Services

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