Be advised. This firm is no longer registered.

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
The map below shows states where this firm has explicit registration only.

AZ, CA, IA, OR, TX, WA

Financial Advisors at Trutina Financial
No Advisor Found.
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