Unclaimed Profile

Kevin Jun Okimoto

TRELLIS WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California

Clean recordTRELLIS WEALTH ADVISORS, LLC

1135 SANTA ROSA STREET, SAN LUIS OBISPO, CA 93401CRD# 4395833Firm CRD# 154861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Jun Okimoto · SAN LUIS OBISPO, CA

Registration

CRD #4395833 · TRELLIS WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Jun Okimoto is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with TRELLIS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

TRELLIS WEALTH ADVISORS, LLC

AUM

$347M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRELLIS WEALTH ADVISORS, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4395833

Firm CRD# 154861

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Jun Okimoto offer?

Kevin Jun Okimoto specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Kevin Jun Okimoto's credentials?

Kevin Jun Okimoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Jun Okimoto located?

Kevin Jun Okimoto is based in SAN LUIS OBISPO, California, working with TRELLIS WEALTH ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Kevin Jun Okimoto charge for services?

Kevin Jun Okimoto's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRELLIS WEALTH ADVISORS, LLC?

TRELLIS WEALTH ADVISORS, LLC has approximately 4 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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