Tobi
Mason
Trillium Asset Management
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About this Advisor
Tobi Mason is a financial advisor based in Boston, Massachusetts, working with Trillium Asset Management. Tobi has previously held positions at Bp Wealth Management, LLC, Boston Private Bank & Trust Company, Rosenblum Silverman Sutton Sf Inc, and Trillium Asset Management. Tobi is registered to provide services in California and Massachusetts. Currently, Tobi is part of Trillium Asset Management, which operates out of Boston, Massachusetts. The firm has 1 office and 54 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Trillium Asset Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trillium Asset Management Brokerage Details
$4,966,006,715
54
2,207
$2,250,116
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
Tobi Mason Work History
Trillium Asset Management
Rosenblum Silverman Sutton Sf Inc
Bp Wealth Management, LLC
Boston Private Bank & Trust Company
Disclosures
Please visit the SEC profile of Tobi Mason 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
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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