Trutina Financial

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

10811 Main St, Bellevue, Washington, 980...

Phone Number

(800) 401-4534

Revenue

$6.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Trutina Financial

CAPTRUST is a financial advisory firm based in Bellevue, WA, specializing in wealth management services for high-net-worth individuals, business owners, and families. They also provide investment advisory services to corporate retirement plans, nonprofits, and fiduciaries of endowments and foundations. Their comprehensive offerings include financial planning, portfolio management, and fiduciary partnerships tailored to the unique needs of their clients. CAPTRUST serves a diverse clientele, including corporations, educational institutions, healthcare organizations, and various nonprofit entities.Explore more
Trutina Financial's Social MediaPopular SearchesTrutina FinancialTrutina Financial LLCTrutina Financal LLCTrutina LLCSIC Code 62,628NAICS Code 52,523Show more

Trutina Financial Org Chart

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Principal

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Client Services Team Associate

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Financial Relationship Management Advisor

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Financial Relationship Management Advisor I

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trutina Financial

$6.8M
11-50
Private
<$5M
2006
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2012
MW
Michelle WhiteSenior Retirement Administrator
<$5M
1-10
Private
-
2000
TT
Tanee TimmonsPension Administrator
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Trutina Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Trutina Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trutina Financial.

Trutina Financial financials insights

Gather financial insights about Trutina Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Trutina Financial's Financials Insights

Trutina Financial Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Trutina Financial

What is Trutina Financial's official website?
Trutina Financial's official website is www.trutinafinancial.com
What is Trutina Financial's Revenue?
Trutina Financial's revenue is $6.8 Million
What is Trutina Financial's SIC code?
Trutina Financial's SIC: 62,628
What is Trutina Financial's NAICS code?
Trutina Financial's NAICS: 52,523
How many employees does Trutina Financial have?
Trutina Financial has 11-50 employees
What industry does Trutina Financial belong to?
Trutina Financial is in the industry of: Finance, Securities Trading
What is Trutina Financial competition?
Trutina Financial top competitors include: Stratos Wealth Advisors, FRS Capital Management, Enterprise Pensions, Spira Benefits
What companies has Trutina Financial acquired?
Trutina Financial has acquired the companies: Portfolio Evaluations, Boston Financial Management, Welch Hornsby, Davidson & Garrard
What technology does Trutina Financial use?
Some of the popular technologies that Trutina Financial uses are: Microsoft Azure, Microsoft 365, GoDaddy DNS, Sectigo
How do I contact Trutina Financial?
Trutina Financial contact info: Phone number: (800) 401-4534 Website: www.trutinafinancial.com
What does Trutina Financial do?

CAPTRUST is a financial advisory firm based in Bellevue, WA, specializing in wealth management services for high-net-worth individuals, business owners, and families. They also provide investment advisory services to corporate retirement plans, nonprofits, and fiduciaries of endowments and foundations. Their comprehensive offerings include financia... l planning, portfolio management, and fiduciary partnerships tailored to the unique needs of their clients. CAPTRUST serves a diverse clientele, including corporations, educational institutions, healthcare organizations, and various nonprofit entities.Read More

What are Trutina Financial social media links?
Trutina Financial Linkedin page Trutina Financial Facebook page
Is Trutina Financial a public company?
Trutina Financial is private company therefore does not currently have an official ticker symbol
See more information about Trutina Financial

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