Trillium Asset Management

Trillium Asset Management (CRD# 110901) is a financial advisory firm headquartered in Boston, MA. They manage $4,966,006,715 in 2,207 accounts and serve the financial needs of clients across 38 states (or territories).

Current Firm Details
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111
https://trilliuminvest.com
By the Numbers
  • Total Assets Under Management
    4,966
    MILLION
  • Total Number of Accounts
    2,207
    ACCOUNTS
  • Average Account Value
    $2,250,116
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 11 - 13 of 13 top financial advisors.
11
Matthew Patsky, financial advisor Boston MA
Matthew W. Patsky
CRD#: 1302140
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

Matthew Patsky (CRD# 1302140) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 39 years of experience in the finance industry.

12
Mitali Prasad, financial advisor Boston MA
Mitali N. Prasad
CRD#: 5125416
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

Mitali Prasad (CRD# 5125416) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has 1 year of experience in the finance industry.

13
John Quealy, financial advisor Boston MA
John S. Quealy
CRD#: 4414320
Two Financial Center, 60 South Street, Suite 1100, Boston, MA 02111

John Quealy (CRD# 4414320) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 7 years of experience in the finance industry.

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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.

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