PGB Trust and Investments Overview

$50m+
Est Annual Revenue
$2bn-$3bn
AUM

Company Details

PGB Trust & Investments, the financial services division of Peapack-Gladstone Bank, is one of the largest New Jersey-based asset managers with assets of nearly $2.0 billion currently under administration. With its headquarters in Bedminster and regional offices in Clinton, Morristown and Summit, New Jersey and Bethlehem, Pennsylvania, PGB Trust & Investments is known for its integrity, client service and broad range of fiduciary and tax services, specializing in:

Trustee Services

Estate Administration Services

Estate and Trust Administration Services

Charitable Trusts and Private Foundations

Investment Management Services

Custody Services

Individual Retirement Plan Services

Reporting Services

Cash Management Services

Tax Preparation Services

Planning Services

Wealth Management Services

PGB Financial Services

Locations

Location
Peapack-Gladstone Bank
500 Hills Drive, Suite 300, PO Box 700, 07921 NJ
United States

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$50m+
Est Annual Revenue
$2bn-$3bn
AUM

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