TRELLIS WEALTH ADVISORS, LLC
Tel: 805-548-8920 1135 Santa Rosa Street Suite 310 San Luis Obispo, California 93401
About TRELLIS WEALTH ADVISORS, LLC
TRELLIS WEALTH ADVISORS, LLC is a San Luis Obispo, California based financial advisory firm with nearly $346,609,568 in assets under management and provides investment advisory services for 518 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
154861
Firm SEC#:
801-80089
Assets Under Management:
$346,609,568
No. of Clients:
518
No. of Advisors:
4
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM
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