Trutina Financial

Trutina Financial (CRD# 148866) is a financial advisory firm headquartered in Bellevue, WA. They manage $941,531,587 in 1,119 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    942
    MILLION
  • Total Number of Accounts
    1,119
    ACCOUNTS
  • Average Account Value
    $841,404
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IA, OR, TX, WA

Financial Advisors at Trutina Financial
Showing 11 - 11 of 11 top financial advisors.
11
Vinh H. Nguyen
CRD#: 7169655
10811 Main Street, Bellevue, WA 98004

Vinh Nguyen (CRD# 7169655) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 3 years of experience in the finance industry.

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