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Building 2WASHINGTON TRUST ADVISORS

Map pinWELLESLEY, MA
Phone781-235-7055
NotebookSEC #801-18403
Total AUM
$2.4B
Employees
21
Clients
845

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 WILLIAM ST
SUITE 135
WELLESLEY
MA 02481
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
781-235-7055
Other Offices
2

ReceiptFinancials

Total AUM
$2.4B
Accounts
1,779
Discretionary
$2.3B
Accounts
1,711
Non-Discretionary
$69.1M
Accounts
68

ContactClients

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Individual Clients
381
AUM
$159.3M
HNW Individual Clients
400
AUM
$1.8B
Pension/Profit Sharing Plan Clients
15
AUM
$77.2M
Charitable Organization Clients
17
AUM
$94.4M
Corporation or Business Clients
32
AUM
$224.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INCOME TAX PLANNING AND TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAMAMDMEMTNCNHNJNMNYPARISCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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