Trellisent Investments (CRD# 151473) is a financial advisory firm headquartered in San Antonio, TX. They manage $9,500,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$126,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Peebles (CRD# 2276031) is an Investment Advisor Representative working at Trellisent Investments in Houston, TX and has over 23 years of experience in the finance industry.