TRELLIS ADVISORS, LLC

ELLENSBURG, Washington·1 registered advisor·CRD# 134364
SEC# 801-690811509.925.6080
01

Firm Overview

AUM
$430M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRELLIS ADVISORS, LLC

1 registered advisor
Merle Raymond Gilmour
ELLENSBURG, Washington
05

Office Locations

ELLENSBURG, Washington
1 advisor

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Data sourced from SEC Form ADV filings. TRELLIS ADVISORS, LLC (CRD# 134364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.