AdvisorOS Directory
Claim Profile
CG

Crystal Lynn Gilmour

TRELLIS ADVISORS, LLC·ELLENSBURG, Washington
Unclaimed Profile
301 W. UMPTANUM RD., SUITE 5, ELLENSBURG, WA 98926CRD# 6620858Firm CRD# 134364
01

About

Crystal Lynn Gilmour is a registered financial advisor based in ELLENSBURG, Washington, affiliated with TRELLIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRELLIS ADVISORS, LLC
TRELLIS ADVISORS, LLC
AUM
$430M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at TRELLIS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6620858
Firm CRD# 134364
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ELLENSBURG?

Browse all registered financial advisors in ELLENSBURG, Washington or claim this profile if it's yours.

Browse ELLENSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Crystal Lynn Gilmour offer?
Crystal Lynn Gilmour specializes in Financial Planning, Investment Management. Contact their office in ELLENSBURG, Washington for a consultation.
What are Crystal Lynn Gilmour's credentials?
Crystal Lynn Gilmour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crystal Lynn Gilmour located?
Crystal Lynn Gilmour is based in ELLENSBURG, Washington, working with TRELLIS ADVISORS, LLC. Their office serves clients in the ELLENSBURG metropolitan area and surrounding communities.
How does Crystal Lynn Gilmour charge for services?
Crystal Lynn Gilmour's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRELLIS ADVISORS, LLC?
TRELLIS ADVISORS, LLC has approximately 15 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ELLENSBURG
Merle Raymond Gilmour — TRELLIS ADVISORS, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile