Unclaimed Profile

William J Lana

TRILLIUM ASSET MANAGEMENT, LLC·BOSTON, Massachusetts

Clean record11 years registeredTRILLIUM ASSET MANAGEMENT, LLC

711 ATLANTIC AVENUE, BOSTON, MA 02111-2809CRD# 5958022Firm CRD# 110901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William J Lana · BOSTON, MA

Registration

CRD #5958022 · TRILLIUM ASSET MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRILLIUM ASSET MANAGEMENT, LLC

TRILLIUM ASSET MANAGEMENT

May 2015 – Oct 2024

San Francisco, CA

Registrations & Exams

Registration record

First registered · May 8, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILLIUM ASSET MANAGEMENT, LLC

CRD 110901 · SEC 801-17958

AUM

$5.0B

Regulatory assets under management

Employees

2,207 client accounts

Services offered by TRILLIUM ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TRILLIUM ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William J Lana offer?

William J Lana specializes in Investment Management, Retirement Planning, Wealth Management.

What are William J Lana's credentials?

William J Lana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William J Lana located?

William J Lana is based in BOSTON, Massachusetts, last registered with TRILLIUM ASSET MANAGEMENT, LLC.

How does William J Lana charge for services?

William J Lana's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILLIUM ASSET MANAGEMENT, LLC?

TRILLIUM ASSET MANAGEMENT, LLC has approximately 54 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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