Trellis Advisors is an investment advisor in Ellensburg with $462.07 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
202191674
SEC advisor number
801-69081
FINRA CRD number
134364
AUM ?
$429.68 mm
(as of 13 Jul 23)
Accounts
1,292
(as of 13 Jul 23)
Employees
15
(4 investment advisory or research)
Address
Trellis Advisors
301 W. UMPTANUM RD
SUITE 5
ELLENSBURG
WA 98926
301 W. UMPTANUM RD
SUITE 5
ELLENSBURG
WA 98926
Phone
2065226111
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21