Top advisors in Ellensburg
We’ve curated a list of the best financial advisors in Ellensburg, take a look at it below
Find an advisor in Ellensburg# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $427,627,814 | 15 advisors |
How we came up with this list
To generate our top financial advisors list in Ellensburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ellensburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Trellis Advisors, LLC
Trellis Advisors, LLC is a financial advisory firm based in Ellensburg, Washington. It currently has approximately $427,627,814 of assets under management and employs about 15 people. Trellis Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$427,627,814
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-69081
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.