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

Clients

Accounts

1,119

Firm Details

Organization Type: Limited Liability Company
State of Formation: Washington
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 7, 2023
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
EDWARDS, PATRICIA, LYNN	I	CHIEF COMPLIANCE OFFICER / MANAGER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
RICHARDS, DEANNA, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BELLEVUE FINANCIAL, INC	DE	PARTNER	E	Control
BELLEVUE FINANCIAL, INC	DE	PARTNER	E	Control
BELLEVUE FINANCIAL, INC	DE	PARTNER	E	Control
BELLEVUE FINANCIAL, INC	DE	PARTNER	E	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	D	Control
BUDKE, RICHARD, LOUIS	I	MEMBER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	C	Control
BUDKE, RICHARD, LOUIS	I	MEMBER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
BUDKE, RICHARD, LOUIS	I	MEMBER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
BUDKE, RICHARD, LOUIS	I	MEMBER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
BUDKE, RICHARD, LOUIS	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
BUDKE, RICHARD, LOUIS	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	C	Control
BUDKE, RICHARD, LOUIS	I	MEMBER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
MYERS, MATTHEW, MICHAEL	I	MEMBER	C	Control
BUDKE, RICHARD, LOUIS	I	PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
BUDKE, RICHARD, LOUIS	I	PARTNER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CARTER, TODD, WILLIAM	I	PARTNER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
CARTER, TODD, WILLIAM	I	PARTNER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER	B	Control
CARTER, TODD, WILLIAM	I	MEMBER, CHIEF COMPLIANCE OFFICER	B	Control
EDWARDS, PATRICIA, LYNN	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER, CHIEF COMPLIANCE OFFICER (1/2012)	B	Control
HERMAN, STEVEN, RICHARD	I	PARTNER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
HERMAN, STEVEN, RICHARD	I	MEMBER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
MYERS, MATTHEW, MICHAEL	I	PARTNER	B	Control
PATTERSON, CINDRA, MARIA	I	MEMBER	B
PATTERSON, CINDRA, MARIA	I	MEMBER	B
PATTERSON, CINDRA, MARIA	I	MEMBER	B
PATTERSON, CINDRA, MARIA	I	MEMBER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
SCHOCK, GEOFFREY, PETER	I	MEMBER, CHIEF COMPLIANCE OFFICER	B
EDWARDS, PATRICIA, LYNN	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	A	Control
EDWARDS, PATRICIA, LYNN	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER, CHIEF COMPLIANCE OFFICER / MANAGER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER, CHIEF COMPLIANCE OFFICER / MANAGER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
EDWARDS, PATRICIA, LYNN	I	PARTNER	A	Control
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
PATTERSON, CINDRA, MARIA	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A
SCHOCK, GEOFFREY, PETER	I	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BUDKE, RICHARD, LOUIS	I	BELLEVUE FINANCIAL	C	Control
HERMAN, STEVEN, RICHARD	I	BELLEVUE FINANCIAL	C	Control
MYERS, MATTHEW, MICHAEL	I	BELLEVUE FINANCIAL	C	Control

Registrations

Federal

Dec 7, 2023 REGISTERED

Notice Filings (6)

AZ CA IA OR TX WA

Address

10811 MAIN STREET
BELLEVUE, WA 98004-6323
United States

Phone: 425-401-1211