TRUTINA FINANCIAL, L.L.C.
Legal name: TRUTINA FINANCIAL
CRD #148866 SEC #801-70313 BELLEVUE, WA 425-401-1211
SEC Registered
Total AUM
$941.5M
Discretionary
$874.1M
Employees
16
Clients
0
Accounts
1,119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $941.5M | $874.1M | $67.4M | 16 | 0 |
| Jun 2023 | $941.5M | $874.1M | $67.4M | 16 | 0 |
| Mar 2023 | $941.5M | $874.1M | $67.4M | 16 | 0 |
| Nov 2022 | $990.1M | $887.3M | $102.8M | 19 | 0 |
| Mar 2022 | $990.1M | $887.3M | $102.8M | 19 | 0 |
| Mar 2021 | $858.8M | $789M | $69.7M | 26 | 0 |
| Jul 2020 | $790.6M | $698M | $92.6M | 29 | 0 |
| Jul 2020 | $790.6M | $698M | $92.6M | 29 | 0 |
| Jun 2020 | $790.6M | $698M | $92.6M | 29 | 0 |
| Mar 2020 | $790.6M | $698M | $92.6M | 29 | 0 |
| Jun 2019 | $640.3M | $538.7M | $101.6M | 17 | 0 |
| Mar 2019 | $640.3M | $538.7M | $101.6M | 17 | 0 |
| Jun 2018 | $649.6M | $547.7M | $101.8M | 17 | 0 |
| Mar 2018 | $649.6M | $547.7M | $101.8M | 17 | 0 |
| Feb 2017 | $557.4M | $435M | $122.4M | 17 | 900 |
| Mar 2016 | $477.1M | $209.9M | $267.2M | 18 | 900 |
| Jan 2016 | $452.1M | $225M | $227.1M | 18 | 500 |
| Nov 2015 | $452.1M | $225M | $227.1M | 18 | 500 |
| Sep 2015 | $452.1M | $225M | $227.1M | 18 | 500 |
| Aug 2015 | $452.1M | $225M | $227.1M | 18 | 500 |
| Jul 2015 | $452.1M | $225M | $227.1M | 18 | 500 |
| Mar 2015 | $452.1M | $225M | $227.1M | 18 | 500 |
| Jul 2014 | $431.6M | $234.1M | $197.5M | 19 | 500 |
| Jun 2014 | $431.6M | $234.1M | $197.5M | 19 | 500 |
| Mar 2014 | $431.6M | $234.1M | $197.5M | 19 | 500 |
| Dec 2013 | $357.1M | $224.4M | $132.7M | 20 | 500 |
| Nov 2013 | $357.1M | $224.4M | $132.7M | 20 | 500 |
| Aug 2013 | $357.1M | $224.4M | $132.7M | 21 | 500 |
| Mar 2013 | $357.1M | $224.4M | $132.7M | 21 | 500 |
| Nov 2012 | $227.6M | $127.5M | $100.1M | 21 | 300 |
| Aug 2012 | $227.6M | $127.5M | $100.1M | 11 | 300 |
| Aug 2012 | $227.6M | $127.5M | $100.1M | 11 | 300 |
| Apr 2012 | $227.6M | $127.5M | $100.1M | 11 | 300 |
| Mar 2012 | $227.6M | $127.5M | $100.1M | 11 | 300 |
| Mar 2012 | $227.6M | $127.5M | $100.1M | 11 | 300 |
| Feb 2012 | $227.6M | $127.5M | $100.1M | 11 | 300 |
| Mar 2011 | $198.9M | $103.5M | $95.4M | -- | -- |
| Oct 2010 | $159.6M | $91.9M | $67.7M | -- | -- |
| Sep 2010 | $159.6M | $91.9M | $67.7M | -- | -- |
| Mar 2010 | $159.6M | $91.9M | $67.7M | -- | -- |
| Oct 2009 | $147.1M | $87.7M | $59.4M | -- | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateDec 2023
Total AUM$941.5M
Discretionary$874.1M
Non-Disc.$67.4M
Employees16
Clients0
DateJun 2023
Total AUM$941.5M
Discretionary$874.1M
Non-Disc.$67.4M
Employees16
Clients0
DateMar 2023
Total AUM$941.5M
Discretionary$874.1M
Non-Disc.$67.4M
Employees16
Clients0
DateNov 2022
Total AUM$990.1M
Discretionary$887.3M
Non-Disc.$102.8M
Employees19
Clients0
DateMar 2022
Total AUM$990.1M
Discretionary$887.3M
Non-Disc.$102.8M
Employees19
Clients0
DateMar 2021
Total AUM$858.8M
Discretionary$789M
Non-Disc.$69.7M
Employees26
Clients0
DateJul 2020
Total AUM$790.6M
Discretionary$698M
Non-Disc.$92.6M
Employees29
Clients0
DateJul 2020
Total AUM$790.6M
Discretionary$698M
Non-Disc.$92.6M
Employees29
Clients0
DateJun 2020
Total AUM$790.6M
Discretionary$698M
Non-Disc.$92.6M
Employees29
Clients0
DateMar 2020
Total AUM$790.6M
Discretionary$698M
Non-Disc.$92.6M
Employees29
Clients0
DateJun 2019
Total AUM$640.3M
Discretionary$538.7M
Non-Disc.$101.6M
Employees17
Clients0
DateMar 2019
Total AUM$640.3M
Discretionary$538.7M
Non-Disc.$101.6M
Employees17
Clients0
DateJun 2018
Total AUM$649.6M
Discretionary$547.7M
Non-Disc.$101.8M
Employees17
Clients0
DateMar 2018
Total AUM$649.6M
Discretionary$547.7M
Non-Disc.$101.8M
Employees17
Clients0
DateFeb 2017
Total AUM$557.4M
Discretionary$435M
Non-Disc.$122.4M
Employees17
Clients900
DateMar 2016
Total AUM$477.1M
Discretionary$209.9M
Non-Disc.$267.2M
Employees18
Clients900
DateJan 2016
Total AUM$452.1M
Discretionary$225M
Non-Disc.$227.1M
Employees18
Clients500
DateNov 2015
Total AUM$452.1M
Discretionary$225M
Non-Disc.$227.1M
Employees18
Clients500
DateSep 2015
Total AUM$452.1M
Discretionary$225M
Non-Disc.$227.1M
Employees18
Clients500
DateAug 2015
Total AUM$452.1M
Discretionary$225M
Non-Disc.$227.1M
Employees18
Clients500
DateJul 2015
Total AUM$452.1M
Discretionary$225M
Non-Disc.$227.1M
Employees18
Clients500
DateMar 2015
Total AUM$452.1M
Discretionary$225M
Non-Disc.$227.1M
Employees18
Clients500
DateJul 2014
Total AUM$431.6M
Discretionary$234.1M
Non-Disc.$197.5M
Employees19
Clients500
DateJun 2014
Total AUM$431.6M
Discretionary$234.1M
Non-Disc.$197.5M
Employees19
Clients500
DateMar 2014
Total AUM$431.6M
Discretionary$234.1M
Non-Disc.$197.5M
Employees19
Clients500
DateDec 2013
Total AUM$357.1M
Discretionary$224.4M
Non-Disc.$132.7M
Employees20
Clients500
DateNov 2013
Total AUM$357.1M
Discretionary$224.4M
Non-Disc.$132.7M
Employees20
Clients500
DateAug 2013
Total AUM$357.1M
Discretionary$224.4M
Non-Disc.$132.7M
Employees21
Clients500
DateMar 2013
Total AUM$357.1M
Discretionary$224.4M
Non-Disc.$132.7M
Employees21
Clients500
DateNov 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees21
Clients300
DateAug 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees11
Clients300
DateAug 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees11
Clients300
DateApr 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees11
Clients300
DateMar 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees11
Clients300
DateMar 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees11
Clients300
DateFeb 2012
Total AUM$227.6M
Discretionary$127.5M
Non-Disc.$100.1M
Employees11
Clients300
DateMar 2011
Total AUM$198.9M
Discretionary$103.5M
Non-Disc.$95.4M
Employees--
Clients--
DateOct 2010
Total AUM$159.6M
Discretionary$91.9M
Non-Disc.$67.7M
Employees--
Clients--
DateSep 2010
Total AUM$159.6M
Discretionary$91.9M
Non-Disc.$67.7M
Employees--
Clients--
DateMar 2010
Total AUM$159.6M
Discretionary$91.9M
Non-Disc.$67.7M
Employees--
Clients--
DateOct 2009
Total AUM$147.1M
Discretionary$87.7M
Non-Disc.$59.4M
Employees--
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--