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).

By the Numbers
  • Total Assets Under Management
    4,472
    MILLION
  • Total Number of Accounts
    2,155
    ACCOUNTS
  • Average Account Value
    $2,075,163
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Trillium Asset Management
Showing 1 - 10 of 13 top financial advisors.
1
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 22 years of experience in the finance industry.

2
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
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 13 years of experience in the finance industry.

4
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 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 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 26 years of experience in the finance industry.

7
Lisa M. Hayles
CRD#: 6516250
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

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.

8
Lisa D. Mackinnon
CRD#: 2642128
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

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.

9
Nakia A. Maddox-Eubanks
CRD#: 6047053
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

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.

10
Stephanie M. Pascual
CRD#: 7488994
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

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.

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