Overview
Assets Under Management: $5.0 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 38
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.34
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 2,149
Discretionary Accounts: 2,149
Regulatory Filings
CRD Number: 110901
Filing ID: 1988660
Last Filing Date: 2025-05-12 13:16:00
Website: https://trilliuminvest.com