Trillium Square Advisors LLC

Trillium Square Advisors LLC (CRD# 296487) is a financial advisory firm headquartered in , . They manage $17,841,085 in 36 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.facebook.com/trilliumsquare
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $495,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at Trillium Square Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sukesh Pai, financial advisor Rolesville NC
Sukesh Pai
CRD#: 5789764
Rolesville, NC

Sukesh Pai (CRD# 5789764) is an Investment Advisor Representative working at Trillium Square Advisors LLC in Rolesville, NC and has 1 year of experience in the finance industry.

2
Elizabeth Davis, financial advisor Rolesville NC
Elizabeth M. Davis
CRD#: 7589700
Rolesville, NC

Elizabeth Davis (CRD# 7589700) is an Investment Advisor Representative working at Trillium Square Advisors LLC in Rolesville, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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