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| Trutina Financial LLC
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| |
|---|---|
| CRD # | 148866 |
| SEC # | 801-70313 |
| CIK # | 0001569067 |
| AUM | $941.5 MM (2023-12-07) |
| Employees | 16 (69% Investors, 25% Brokers) |
| Phone | 425-401-1211 |
| Address | 10811 Main Street Bellevue, WA 98004-6323 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 94.9 |
| (b) Individuals (high net worth individuals) | 69 | 124.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 142 | 722.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,119 | 941.5 |
| By Discretionary | ||
| Discretionary | 1,108 | 874.1 |
| Non-Discretionary | 11 | 67.4 |
| Total | 1,119 | 941.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 941.5 | |
| Total | 1,119 | 941.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001569067] |
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|---|---|---|
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Absher Wealth Management LLC
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|
NC | 0.9 |
|
Covenant Partners LLC
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TN | 0.9 |
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Islandbridge Capital Limited
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0.9 | |
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The de Burlo Group Inc
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MA | 0.9 |
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Ironvine Capital Partners LLC
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NE | 0.9 |
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Clear Brook Advisors Inc
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MA | 0.9 |
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Arkos Global Advisors LLC
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TX | 0.9 |
|
Corbyn Investment Management Inc
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|
MD | 0.9 |
|
Sgroi Wealth Advisory Group LLC
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NY | 0.9 |