Trillium Asset Management
Answer a few questions and
get matched with an advisor.
Learn more about Trillium Asset Management
Overview
Trillium Asset Management is a financial advisory firm based in Boston, Massachusetts. Trillium Asset Management manages $4.5 billion in assets under management throughout 2,155 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). Trillium Asset Management has an average-sized group, including 46 financial advisors. Trillium Asset Management does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments like stocks, options and bonds.
Trillium Asset Management oversees the majority of its client assets in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell decisions without needing client consent. Trillium Asset Management also administers three non-discretionary accounts with a total of $5.3 million in assets. Trillium Asset Management's average account size is $2.1 million. The typical advisor at Trillium Asset Management manages about 47 client accounts, making it about average in terms of personalization.
The company's headquarters is located at Two Financial Center, Boston, Massachusetts 2111. The company is legally registered to provide services to clients across 38 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trillium Asset Management by the Numbers
$4.5 billion
51
2,155
$2.1 million
Products and Services
Trillium Asset Management provides a number of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Notably, the firm did not provide financial planning services to any of its clients in the last fiscal year. The company does not sell products or offer services other than investment advice to its investment advisory customers.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on which services are offered. However, fees billed by the company can be comprised of any combination of the following fee structures: asset-based or fixed. The firm does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Trillium Asset Management does business with a number of different investors. The company provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 2,155 accounts, Trillium Asset Management's largest client type by number of accounts is retail investors, though it also manages money for 632 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its customers reside abroad.
- High-Net-Worth Individuals* - 29.33%
- Other Individuals - 53.78%
- Corporations - 4.83%
- Charitable Organizations - 12.06%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Trillium Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Trillium Asset Management
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
Boston, MA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.