Trutina Financial
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
10811 Main St, Bellevue, Washington, 980...Phone Number
(800) 401-4534Website
www.trutinafinancial.comRevenue
$6.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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May
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Aug
ZI Rank
1
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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 Org Chart
AD
Client Services Team Associate
KH
Financial Relationship Management Advisor
SR
Financial Relationship Management Advisor I
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2020
Debt
$350K
Trutina Financial Tech Stack
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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... Read More
