Trillium Investments
SEC RegisteredPlan well. Live empowered.
About the firm
Trillium Investments is an investment advisory firm that builds portfolios using individual stocks and bonds, not mutual funds, to create solutions uniquely tailored to each client's financial situation. The firm offers investment management, personal finance advice, and retirement planning, emphasizing face-to-face conversations and personalized service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management using individual stocks and bonds, personal finance advice on a wide range of financial questions and investments outside managed portfolios, retirement planning focused on capital preservation and income from interest and dividends, and personalized portfolio construction.
Who they serve
Individuals and families seeking investment management, personal financial advice, and retirement planning, including those planning for or already in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $12M |
| High Net Worth Individuals | 47 | $110M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trillium Investments has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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