Trillium Square Advisors LLC

RIASEC Registered

Total AUM

$51.8M

Discretionary

$43.9M

85% of AUM

Avg account

$849K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 296487
Website: www.trilliumsquare.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI91.49%
Individuals7.96%
Pension & Profit Sharing Plans0.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Trillium Square Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family clients and institutional accounts. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and educational seminars or workshops. Fee arrangements are flexible and include percentage of AUM, hourly and fixed fees, and performance‑based fees. The firm is not identified as an active ESG investor and is not flagged as a multi‑state or pension consulting adviser.