Trutina Financial is a local investment advisory firm based out of Bellevue, WA. With a single office, they have established themselves as a trusted financial partner in the region. Comprising a team of 16 dedicated professionals, 11 of whom specialize in providing comprehensive investment advisory services, Trutina Financial delivers personalized solutions to meet the unique financial goals of their clients.
With an average assets under management (AUM) of approximately $85,590,000 per investment advisor, Trutina Financial maintains a competitive position within the industry. Their compensation structure encompasses various type...
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Assets Under Mgmt
$679.8M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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