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Building 2TRELLIS ADVISORS, LLC

Map pinELLENSBURG, WA
Phone509.925.6080
NotebookSEC #801-69081
Total AUM
$429.7M
Employees
15
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 W UMPTANUM RD
SUITE 5
ELLENSBURG
WA 98926
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
509.925.6080
Other Offices
1

ReceiptFinancials

Total AUM
$429.7M
Accounts
1,292
Discretionary
$427.6M
Accounts
1,285
Non-Discretionary
$2.1M
Accounts
7

ContactClients

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Individual Clients
88
AUM
$28.6M
HNW Individual Clients
98
AUM
$389.9M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
8
AUM
$9.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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