Overview
Assets Under Management: $430 million
Headquarters: ELLENSBURG, WA
High-Net-Worth Clients: 98
Average Client Assets: $4.0 million
Frequently Asked Questions
TRELLIS ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134364), TRELLIS ADVISORS, LLC is subject to fiduciary duty under federal law.
TRELLIS ADVISORS, LLC is headquartered in ELLENSBURG, WA.
TRELLIS ADVISORS, LLC serves 98 high-net-worth clients according to their SEC filing dated July 13, 2023. View client details ↓
According to their SEC Form ADV, TRELLIS ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TRELLIS ADVISORS, LLC manages $430 million in client assets according to their SEC filing dated July 13, 2023.
According to their SEC Form ADV, TRELLIS ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.74%
Average Client Assets: $4.0 million
Total Client Accounts: 1,292
Discretionary Accounts: 1,285
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 134364
Filing ID: 1774937
Last Filing Date: 2023-07-13 18:41:00