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TRUTINA FINANCIAL, L.L.C.
TRUTINA FINANCIAL, L.L.C.
TRUTINA FINANCIAL
BELLEVUE, Washington
·
3 registered advisors
·
CRD# 148866
SEC# 801-70313
0
425-401-1211
01
Firm Overview
AUM
$942M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRUTINA FINANCIAL, L.L.C.
3 registered advisors
Geoffrey Peter Schock
BELLEVUE, Washington
CRD# 5639824
Matthew Michael Myers
BELLEVUE, Washington
CFP
CRD# 2506930
Todd William Carter
BELLEVUE, Washington
CRD# 1122956
05
Office Locations
BELLEVUE, Washington
3 advisors
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Data sourced from SEC Form ADV filings. TRUTINA FINANCIAL, L.L.C. (CRD# 148866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.