Tobi
Mason
Trillium Asset Management
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About this Advisor
Tobi Mason is a chartered financial analyst who works out of Boston, Massachusetts with a total of 1 year of relevant experience. Mason works at Trillium Asset Management. Throughout their career, Mason has worked at Bp Wealth Management, LLC, Boston Private Bank & Trust Company, Rosenblum Silverman Sutton Sf Inc and Trillium Asset Management. Mason is approved to work in California and Massachusetts. Trillium Asset Management is an advisory business headquartered in Boston, MA. The investment advisory business has a total of 51 people on staff. It manages $5 billion in assets under management between its 2,155 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 260 charities and foundations. Of its 2,155 customer accounts, 29% are associated with high-net-worth individuals who have greater than $1 million in assets. Trillium Asset Management provides a diverse array 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 are based on the services provided. Fee types billed 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
Tobi Mason Work History
Tobi has been registered as a financial advisor for 1 years.*
Trillium Asset Management
Rosenblum Silverman Sutton Sf Inc
Bp Wealth Management, LLC
Boston Private Bank & Trust Company
*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 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
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
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.
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