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Linda Tung Lillard

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC·BOSTON, Massachusetts
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BNY MELLON CENTER, BOSTON, MA 02108-4408CRD# 4470322Firm CRD# 113972
01

About

Linda Tung Lillard is a registered financial advisor based in BOSTON, Massachusetts, affiliated with STANDISH MELLON ASSET MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC
STANDISH
AUM
$130.2B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at STANDISH MELLON ASSET MANAGEMENT COMPANY LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4470322
Firm CRD# 113972
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Linda Tung Lillard offer?
Linda Tung Lillard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Linda Tung Lillard's credentials?
Linda Tung Lillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Tung Lillard located?
Linda Tung Lillard is based in BOSTON, Massachusetts, working with STANDISH MELLON ASSET MANAGEMENT COMPANY LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Linda Tung Lillard charge for services?
Linda Tung Lillard's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANDISH MELLON ASSET MANAGEMENT COMPANY LLC?
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC has approximately 158 employees and manages $130.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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