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 09/30/16. The fund's latest filing disclosed 78MM in positions, representing 17% of the manager's regulatory AUM.

TRUTINA FINANCIAL LLC StockAlpha

-3.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TRUTINA FINANCIAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 7.04% Financials 10.89% -0.37% 0 28%
SCHZ 6.87% ETF -3.37% -0.28% 0 0%
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FEATURED IN
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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

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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TRUTINA FINANCIAL LLC Portfolio Concentration

TRUTINA FINANCIAL LLC Location

10811 MAIN STREET
BELLEVUE, Washington
UNITED STATES, 98004-6323

TRUTINA FINANCIAL LLC Contact Information

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

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