Kathleen M. Bochman
Professional summary
Kathleen M Bochman, who also goes by Kathleen Bochman, is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in Boston, Massachusetts.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kathleen has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen M Bochman's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 22, 2024 - Present
TRILLIUM ASSET MANAGEMENT
Office #1: One Congress Street Suite 3101, Boston, MA 02114Primary Firm SEC Registration
TRILLIUM ASSET MANAGEMENT
CRD#: 110901 / SEC#: 801-17958
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/22/2024)
Exams
Current Firm
TRILLIUM ASSET MANAGEMENT
CRD#: 110901 / SEC#: 801-17958
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,149 |
| AUM (Assets Under Management) | $ 5,012,664,360 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2025 | ||
| 02/26/2025 | ||
| 08/21/2023 | ||
| 02/28/2023 |
Red Flags
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Company Information
TRILLIUM ASSET MANAGEMENT
CRD#: 110901Boston, MA 02114TRUST BUT VERIFY
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