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WASHINGTON TRUST ADVISORS

Tel: 781-235-7055
20 William St
Suite 135
Wellesley, Massachusetts  02481

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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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