Trillium Asset Management
Trillium Asset Management (CRD# 110901) is a financial advisory firm headquartered in Boston, MA. They manage $4,471,975,243 in 2,155 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management4,472MILLION
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Total Number of Accounts2,155ACCOUNTS
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Average Account Value$2,075,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
Sada Geuss (CRD# 4426780) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 22 years of experience in the finance industry.
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.
Alexander Jovanovic (CRD# 5880811) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 13 years of experience in the finance industry.
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.
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.
Cheryl Smith (CRD# 3023806) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 26 years of experience in the finance industry.
Lisa Hayles (CRD# 6516250) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 8 years of experience in the finance industry.
Lisa Mackinnon (CRD# 2642128) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 23 years of experience in the finance industry.
Nakia Maddox-Eubanks (CRD# 6047053) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 4 years of experience in the finance industry.
Stephanie Pascual (CRD# 7488994) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has 1 year of experience in the finance industry.