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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 13, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| Gilmour, Crystal, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| GILMOUR, MERLE, RAYMOND | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 13, 2023 REGISTERED
Notice Filings (4)
CA ID OR WA
Address
301 W UMPTANUM RDSUITE 5
ELLENSBURG, WA 98926
United States
Phone: 509.925.6080