TRILLIUM ASSET MANAGEMENT, LLC

TRILLIUM ASSET MANAGEMENT
BOSTON, Massachusetts·6 registered advisors·CRD# 110901
SEC# 801-179581617-423-6655
01

Firm Overview

AUM
$5.0B
Regulatory assets under management
Employees
54
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
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
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at TRILLIUM ASSET MANAGEMENT, LLC

6 registered advisors
Alexander Jovanovic
BOSTON, Massachusetts
CFP
Cheryl Irene Smith
BOSTON, Massachusetts
John Salvatore Quealy
BOSTON, Massachusetts
Matthew William Patsky
BOSTON, Massachusetts
Stephanie Royce Leighton
BOSTON, Massachusetts
William J Lana
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
6 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TRILLIUM ASSET MANAGEMENT, LLC (CRD# 110901) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.