William
Lana
Trillium Asset Management
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About this Advisor
William Lana is a chartered financial analyst working out of San Francisco, California, who has 8 years of relevant experience. Lana currently works for Trillium Asset Management. They have worked at Trillium Asset Management for their whole career. Lana is registered to work in California and Texas. Trillium Asset Management is a firm based in Boston, MA. It has a total of 51 advisors. It handles $5 billion in assets under management across its 2,155 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 260 charities and foundations. Of its 2,155 client accounts, 29% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers a number of services, including 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. Fees charged by financial advisors largely depend on which services are provided. However, fee types charged by Trillium Asset Management likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trillium Asset Management Brokerage Details
$4,471,975,243
51
2,155
$2,075,163
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Lana Work History
William has been registered as a financial advisor for 8 years.*
Trillium Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Lana to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trillium Asset Management
San Francisco, CA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
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