TRELLIS ADVISORS, LLC
CRD #134364 SEC #801-69081 ELLENSBURG, WA 509.925.6080
SEC Registered
Total AUM
$429.7M
Discretionary
$427.6M
Employees
15
Clients
101
Accounts
1,292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $429.7M | $427.6M | $2.1M | 15 | 0 |
| Mar 2023 | $429.7M | $427.6M | $2.1M | 15 | 0 |
| Mar 2022 | $462.1M | $458.4M | $3.7M | 16 | 0 |
| Mar 2021 | $394.1M | $390.6M | $3.5M | 14 | 0 |
| Jun 2020 | $328.8M | $324.9M | $3.9M | 13 | 1 |
| Apr 2020 | $328.8M | $324.9M | $3.9M | 13 | 1 |
| Mar 2019 | $272.5M | $265.8M | $6.7M | 12 | 2 |
| Nov 2018 | $259M | $254M | $4.9M | 15 | 2 |
| Mar 2018 | $259M | $254M | $4.9M | 15 | 2 |
| Mar 2017 | $219M | $207M | $12.1M | 14 | 100 |
| Mar 2016 | $182.6M | $171.6M | $10.9M | 12 | 100 |
| Oct 2015 | $172.4M | $162.9M | $9.5M | 10 | 100 |
| Mar 2015 | $172.4M | $162.9M | $9.5M | 10 | 100 |
| Mar 2014 | $144.3M | $136.6M | $7.7M | 8 | 26 |
| Apr 2013 | $107.6M | $101.8M | $5.8M | 5 | 26 |
| Mar 2012 | $96.6M | $90M | $6.6M | 6 | 26 |
| Mar 2011 | $78.3M | $78.3M | $0 | 10 | -- |
| May 2010 | $62.8M | $62.8M | $0 | 5 | -- |
DateJul 2023
Total AUM$429.7M
Discretionary$427.6M
Non-Disc.$2.1M
Employees15
Clients0
DateMar 2023
Total AUM$429.7M
Discretionary$427.6M
Non-Disc.$2.1M
Employees15
Clients0
DateMar 2022
Total AUM$462.1M
Discretionary$458.4M
Non-Disc.$3.7M
Employees16
Clients0
DateMar 2021
Total AUM$394.1M
Discretionary$390.6M
Non-Disc.$3.5M
Employees14
Clients0
DateJun 2020
Total AUM$328.8M
Discretionary$324.9M
Non-Disc.$3.9M
Employees13
Clients1
DateApr 2020
Total AUM$328.8M
Discretionary$324.9M
Non-Disc.$3.9M
Employees13
Clients1
DateMar 2019
Total AUM$272.5M
Discretionary$265.8M
Non-Disc.$6.7M
Employees12
Clients2
DateNov 2018
Total AUM$259M
Discretionary$254M
Non-Disc.$4.9M
Employees15
Clients2
DateMar 2018
Total AUM$259M
Discretionary$254M
Non-Disc.$4.9M
Employees15
Clients2
DateMar 2017
Total AUM$219M
Discretionary$207M
Non-Disc.$12.1M
Employees14
Clients100
DateMar 2016
Total AUM$182.6M
Discretionary$171.6M
Non-Disc.$10.9M
Employees12
Clients100
DateOct 2015
Total AUM$172.4M
Discretionary$162.9M
Non-Disc.$9.5M
Employees10
Clients100
DateMar 2015
Total AUM$172.4M
Discretionary$162.9M
Non-Disc.$9.5M
Employees10
Clients100
DateMar 2014
Total AUM$144.3M
Discretionary$136.6M
Non-Disc.$7.7M
Employees8
Clients26
DateApr 2013
Total AUM$107.6M
Discretionary$101.8M
Non-Disc.$5.8M
Employees5
Clients26
DateMar 2012
Total AUM$96.6M
Discretionary$90M
Non-Disc.$6.6M
Employees6
Clients26
DateMar 2011
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees5
Clients--