Overview
Assets Under Management: $942 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 69
Average Client Assets: $1.8 million
Frequently Asked Questions
TRUTINA FINANCIAL 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 #148866), TRUTINA FINANCIAL is subject to fiduciary duty under federal law.
TRUTINA FINANCIAL is headquartered in BELLEVUE, WA.
TRUTINA FINANCIAL serves 69 high-net-worth clients according to their SEC filing dated December 07, 2023. View client details ↓
According to their SEC Form ADV, TRUTINA FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
TRUTINA FINANCIAL manages $942 million in client assets according to their SEC filing dated December 07, 2023.
According to their SEC Form ADV, TRUTINA FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.17%
Average Client Assets: $1.8 million
Total Client Accounts: 1,119
Discretionary Accounts: 1,108
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 148866
Filing ID: 1801655
Last Filing Date: 2023-12-07 16:23:00