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 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$2B
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
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