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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-24-2019
- Office Locations
- 1
Office Locations
About Trillium Investments
Trillium Investments is a fee-only wealth manager providing in-house investment management, personal finance advice, and retirement planning. The firm works face-to-face with individuals, families, and business owners (often retirees) with $500k+ in liquid investable assets, building highly personalized portfolios informed by fundamental company analysis and macro context; retirement strategies emphasize capital preservation and interest/dividend income. Portfolios are largely ETF-based.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NIKHIL BHARDWAJ
Chief Compliance Officer, Principal
- CRD
- #5920623
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALISHA KATHRYN-SHIN BHARDWAJ
Director of Client Services
- CRD
- #5434297
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,565,174 | $490,261 |
| Non-Discretionary | $0 | -- |
| Total | $122,565,174 | $490,261 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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