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Krist Sue Zipfel

TRELLIS WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California
Unclaimed Profile
1135 SANTA ROSA STREET, SAN LUIS OBISPO, CA 93401CRD# 3239418Firm CRD# 154861
01

About

Krist Sue Zipfel 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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRELLIS WEALTH ADVISORS, LLC
TRELLIS WEALTH ADVISORS, LLC
AUM
$347M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TRELLIS WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3239418
Firm CRD# 154861
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Krist Sue Zipfel offer?
Krist Sue Zipfel specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Krist Sue Zipfel's credentials?
Krist Sue Zipfel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krist Sue Zipfel located?
Krist Sue Zipfel 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 Krist Sue Zipfel charge for services?
Krist Sue Zipfel'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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