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Building 2TRUTINA FINANCIAL

Map pinBELLEVUE, WA
Phone425-401-1211
NotebookSEC #801-70313
Total AUM
$941.5M
Employees
16
Clients
537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10811 MAIN STREET
BELLEVUE
WA 98004-6323
United States
Operating Hours
8AM - 4:30PM
Monday - Friday
Phone
425-401-1211

ReceiptFinancials

Total AUM
$941.5M
Accounts
1,119
Discretionary
$874.1M
Accounts
1,108
Non-Discretionary
$67.4M
Accounts
11

ContactClients

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Individual Clients
326
AUM
$94.9M
HNW Individual Clients
69
AUM
$124M
Corporation or Business Clients
142
AUM
$722.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIAORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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