TRILLIUM ASSET MANAGEMENT

One Congress Street
Suite 3101
Boston, Massachusetts 02114
Tel: 617-423-6655

About TRILLIUM ASSET MANAGEMENT

TRILLIUM ASSET MANAGEMENT, formally registered with the SEC as TRILLIUM ASSET MANAGEMENT. The firm was established in 12/03/1982. They have over 2 offices throughout the country.

TRILLIUM ASSET MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $4,966,006,715 assets under management, offering retirement planning & investment advisory services to 2207 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110901
SEC#	801-17958
Assets Managed by Firm	$4,966,006,715
No. of Clients	2207
No. of Advisors	54

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2207	$4,966,006,715
Individuals (other than high net worth individuals)	1207	$1,578,910,846
High net worth individuals	649	$699,134,528
Pension and profit sharing plans	6	$26,111,023
Charitable organizations	247	$766,186,598
Corporations or other businesses	61	$156,216,020

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