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About Steven R. Herman of TRUTINA FINANCIAL LLC

Steven R. Herman is Member at Trutina Financial Llc and has been affiliated with Trutina Financial Llc since July-2005.

Trutina Financial Llc is an investment advisor that manages 452.1 MM dollars in regulatory AUM and has 18 employees, of which 13 perform investment advisory functions. The managers's latest filing has disclosed 82MM in positions, which represents 18% of the manager's regulatory AUM.

For more on Trutina Financial Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.2%/yr

Co-workers of Steven R. Herman at TRUTINA FINANCIAL LLC

Name Title In Position Since
Richard L. Budke Member, Chief Compliance Officer July-2005
Matthew M. Myers Member July-2005
Todd W. Carter Member March-2014
Geoffrey P. Schock Member April-2014
Cindra M. Patterson Member April-2014

TRUTINA FINANCIAL LLC Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 6.84727% Financials -0.21% 6.44% -0.4% 0 31%
T 6.48964% Telecom -8.45% 2.62% -0.67% 0 29%
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Steven R. Herman Office Address

BELLEVUE, Washington
UNITED STATES, 98004-6323

Steven R. Herman Contact Information

Phone Number: 425-401-1211
Fax Number: 425-401-1231



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