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Building 2BOSTON TRUST WALDEN INC.

Map pinBOSTON, MA
Phone617-726-7250
NotebookSEC #801-60136
Total AUM
$4.6B
Employees
32
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BEACON STREET
34TH FLOOR
BOSTON
MA 02108-3116
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
617-726-7250

ReceiptFinancials

Total AUM
$4.6B
Accounts
15
Discretionary
$4.6B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
10
AUM
$3.9B
Government Entity Clients
2
AUM
$158.9M
Sovereign Wealth Fund Clients
1
AUM
$226.5M
Other Clients
2
AUM
$276.1M
Description of Other Clients
FOREIGN RETIREMENT PLAN AND A UCITS SUB DELEGATION

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT NON US INSTITUTIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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