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Building 2TRILLIUM INVESTMENTS

Map pinEMERYVILLE, CA
Phone510-601-8800
NotebookSEC #801-132408
Total AUM
$122.6M
Employees
2
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1398 55TH STREET
EMERYVILLE
CA 94608
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
510-601-8800

ReceiptFinancials

Total AUM
$122.6M
Accounts
250
Discretionary
$122.6M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$12.3M
HNW Individual Clients
47
AUM
$110.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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