Trellisent Investments

Trellisent Investments (CRD# 151473) is a financial advisory firm headquartered in San Antonio, TX. They manage $12,565,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
227 North Loop 1604 E, Suite 150, San Antonio, TX 78232
http://www.trellisent.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $251,300
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Trellisent Investments
Showing 1 - 1 of 1 top financial advisors.
1
Scott Peebles, financial advisor San Antonio TX
Scott L. Peebles
CRD#: 2276031
227 North Loop 1604 E, Suite 150, San Antonio, TX 78232

Scott Peebles (CRD# 2276031) is an Investment Advisor Representative working at Trellisent Investments in San Antonio, TX and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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