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TRELLISENT INVESTMENTS
CRD 151473
227 NORTH LOOP 1604 E, SUITE 150, SAN ANTONIO, TX, 78232, United States
Phone
210-957-1235
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.3M
Discretionary AUM
$16.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $501K |
| High net worth individuals | 6 | $15.8M |
All web addresses on file
Official SEC filing: View on IAPD