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WASHINGTON TRUST ADVISORS
Tel: 781-235-7055
20 William St Suite 135
Wellesley, Massachusetts 02481
WASHINGTON TRUST ADVISORS
WASHINGTON TRUST ADVISORS is a Wellesley, Massachusetts based financial advisory firm with nearly $1,908,947,260 in assets under management and provides investment advisory services for 1414 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (ASSET ALLOCATION AND MONITORING SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
110407
SEC#:
801-18403
No. of Clients:
1414
Assets under Management
$1,908,947,260
No. of Advisors:
19
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