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Merle Raymond Gilmour

TRELLIS ADVISORS, LLC·ELLENSBURG, Washington
Clean recordTRELLIS ADVISORS, LLC
301 W UMPTANUM RD, ELLENSBURG, WA 98926CRD# 4709729Firm CRD# 134364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Merle Raymond Gilmour · ELLENSBURG, WA
Registration
CRD #4709729 · TRELLIS ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Merle Raymond 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
Introduction

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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# 4709729
Firm CRD# 134364
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Merle Raymond Gilmour offer?
Merle Raymond Gilmour specializes in Financial Planning, Investment Management. Contact their office in ELLENSBURG, Washington for a consultation.
What are Merle Raymond Gilmour's credentials?
Merle Raymond Gilmour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Merle Raymond Gilmour located?
Merle Raymond 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 Merle Raymond Gilmour charge for services?
Merle Raymond 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.
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Other Advisors at TRELLIS ADVISORS, LLC

Crystal Lynn Gilmour
ELLENSBURG, WA

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