Trillium Square Advisors LLC

RIAState Registered
Total AUM
$51.8M
Discretionary
$43.9M
85% of AUM
Avg account
$849K
Accounts
61
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
296487
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 serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that can place capital with outside managers. Its compensation mixes traditional percentage-of-AUM fees with hourly and fixed-fee arrangements and, where applicable, performance-based fees. Advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm also runs educational seminars and workshops. It does not identify as an active ESG investor, and it is not a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 3%88%
  • Exchange Traded Equities88%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • Sukesh Pai

    Sukesh Pai

    PrincipalCRD 5789764

  • Samuel Miesmer

    Samuel Miesmer

    Associate Financial PlannerCRD 7671916

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth