TRUTINA FINANCIAL LLC Overview
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 manager's has disclosed holdings from 12/31/12 to 12/31/16. The fund's latest filing disclosed 77MM in positions, representing 17% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/16. The fund's latest filing disclosed 77MM in positions, representing 17% of the manager's regulatory AUM.
TRUTINA FINANCIAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TRUTINA FINANCIAL LLC Since Last Filing Return Details
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FEATURED IN
TRUTINA FINANCIAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard L. Budke | Member, Chief Compliance Officer | July-2005 |
| Matthew M. Myers | Member | July-2005 |
| Steven R. Herman | Member | July-2005 |
| Todd W. Carter | Member | March-2014 |
| Geoffrey P. Schock | Member | April-2014 |
| Cindra M. Patterson | Member | April-2014 |
TRUTINA FINANCIAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
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TRUTINA FINANCIAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss 9
9 Disciplinary History 11
10 Other Financial Industry Activities and Affiliations 11
11 Codes of Ethics, Participation in Client Transactions 12
12 Brokerage Practices 12
13 Review of Accounts 13
14 Client Referrals and Other Compensation 14
15 Custody 15
16 Investment Disc...
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9 Disciplinary History 11
10 Other Financial Industry Activities and Affiliations 11
11 Codes of Ethics, Participation in Client Transactions 12
12 Brokerage Practices 12
13 Review of Accounts 13
14 Client Referrals and Other Compensation 14
15 Custody 15
16 Investment Disc...
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TRUTINA FINANCIAL LLC Portfolio Concentration
TRUTINA FINANCIAL LLC Location
10811 MAIN STREET
BELLEVUE, Washington
UNITED STATES, 98004-6323
BELLEVUE, Washington
UNITED STATES, 98004-6323
TRUTINA FINANCIAL LLC Contact Information
Phone Number: 425-401-1211
Fax Number: 425-401-1231
Website: http://www.trutinafinancial.com
Fax Number: 425-401-1231
Website: http://www.trutinafinancial.com
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