Trillium Asset Management

Trillium Asset Management (CRD# 110901) is a financial advisory firm headquartered in Boston, MA. They manage $3,332,767,097 in 1,592 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111
https://www.linkedin.com/company/trillium-asset-management/
By the Numbers
  • Total Assets Under Management
    3,333
    MILLION
  • Total Number of Accounts
    1,592
    ACCOUNTS
  • Average Account Value
    $2,093,447
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Trillium Asset Management
Showing 1 - 6 of 6 top financial advisors.
1
Sada Geuss, financial advisor Boston MA
Sada Geuss
CRD#: 4426780
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

Sada Geuss (CRD# 4426780) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 19 years of experience in the finance industry.

2
Paul Hilton, financial advisor Boston MA
Paul A. Hilton
CRD#: 2893182
Two Financial Center, 60 South St., Suite 1100, Boston, MA 02111

Paul Hilton (CRD# 2893182) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has 1 year of experience in the finance industry.

3
Alexander Jovanovic, financial advisor Boston MA
Alexander Jovanovic
CRD#: 5880811
Two Financial Center, 60 South St., Suite 1100, Boston, MA 02111

Alexander Jovanovic (CRD# 5880811) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 9 years of experience in the finance industry. Alexander Jovanovic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William Lana, financial advisor San Francisco CA
William J. Lana
CRD#: 5958022
160 Spear Street, Suite 250, San Francisco, CA 94105

William Lana (CRD# 5958022) is an Investment Advisor Representative working at Trillium Asset Management in San Francisco, CA and has 1 year of experience in the finance industry.

5
Jodi Neuman, financial advisor San Francisco CA
Jodi L. Neuman
CRD#: 5377376
160 Spear Street, Suite 250, San Francisco, CA 94105

Jodi Neuman (CRD# 5377376) is an Investment Advisor Representative working at Trillium Asset Management in San Francisco, CA and has 1 year of experience in the finance industry.

6
Cheryl Smith, financial advisor Boston MA
Cheryl I. Smith
CRD#: 3023806
Two Financial Center, 60 South St., Suite 1100, Boston, MA 02111

Cheryl Smith (CRD# 3023806) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals