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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2009
- Office Locations
- 1
Office Locations
About Trellisent Investments
Trellisent Investments is an independent, goals-based financial advisory firm serving individuals and businesses, focused on portfolio diversification, asset management, and risk-aware strategies built to match client risk tolerance and navigate market volatility. The practice emphasizes unbiased guidance and retirement planning, with advisor experience dating to 1993. Reported custodians include Charles Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
SCOTT LEE PEEBLES
Chief Compliance Officer, PARTNER, President
- CRD
- #2276031
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,302,512 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,302,512 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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