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).
Current Firm Details
By the Numbers
Total Assets Under Management942MILLION
Total Number of Accounts1,119ACCOUNTS
Average Account Value$841,404
- 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 Investment Advisor
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
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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