Trellis Advisors

  • Financial Services
  • Ellensburg WA
  • 12 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
301 W Umptanum Rd Ste 5, Ellensburg WA
Website
trellisadvisors.com
Phone
(509) 925-6080
Employees
12
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
More Details

Financials & Stats

Revenue

$2B

More Financials

Who is Trellis Advisors

Trellis Advisors, LLC is a limited liability company based in Ellensburg, Washington. Founded in 2005, the firm employs 12 people and generates an annual revenue of $2 million. Trellis Advisors provides financial planning and investment management services to individuals and families. They specialize in creating personalized financial plans that encompass both personal and financial aspects of wealth management. The company aims to help clients achieve their life goals by providing objective guidance and expertise in asset management. Trellis Advisors distinguishes itself through its commitment to personalized service and a collaborative team environment. They prioritize cultivating a supportive culture where employees can continuously learn and grow, ultimately enhancing the firm's expertise and benefiting their clients. Clients interested in learning more about Trellis Advisors' services can visit their website at trellisadvisors.com.

Trellis Advisors Tech Stack

JavaScript
HTML
Google Analytics
View All Tech Stack

Companies Similar to Trellis Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Trellis Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
2M 2 Austin, TX
2M 3 Lisbon,
2M 13 Elkins Park, PA 1993
2M 18 Pleasanton, CA
2M 19 Reno, NV
View More Companies

FAQ

What is the location of Trellis Advisors's headquarters?
The headquarters of Trellis Advisors are situated at 301 W Umptanum Rd Ste 5, Ellensburg WA
What is Trellis Advisors's phone number?
Trellis Advisors's contact number is (509) 925-6080.
What is Trellis Advisors's official website?
The official website of Trellis Advisors can be found at trellisadvisors.com.
What is Trellis Advisors's current revenue?
As of January 2019, Trellis Advisors's annual revenue reached $2B.
How many employees does Trellis Advisors currently have?
Trellis Advisors employs approximately 12+ people as of January 2019
Which industries is Trellis Advisors primarily operating in?
Trellis Advisors operates in the following industries: Finance, Credit
When was Trellis Advisors founded?
Trellis Advisors was founded in 2005.

Employee Directory

Key Employees

Jacob Mortensen

Client Service Specialist

Phone Email