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Washington Trust Advisors, Inc.

● SEC registered since 1983CRD 110407SEC# 801-18403Wellesley, MA
Export (members)
Reg. AUM
$2B
Employees
20
Accounts
1,356
Location
Wellesley, MA

Washington Trust Advisors, Inc. assets under management

Washington Trust Advisors, Inc. is a registered investment adviser overseen by the SEC based in Wellesley, MA. The firm has been registered since 1983. It reports $2 billion in regulatory assets under management and employs 20 people.

Washington Trust Advisors, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Constance Howes ControlDirectorUnder 5%2022
Edward Handy ControlDirectorUnder 5%2014
Edwin Santos ControlDirectorUnder 5%2022
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Frequently asked questions

How much does Washington Trust Advisors, Inc. manage?

Washington Trust Advisors, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Washington Trust Advisors, Inc. have?

Washington Trust Advisors, Inc. reports 20 employees.

Where is Washington Trust Advisors, Inc. located?

Washington Trust Advisors, Inc. is based in Wellesley, MA and has been SEC-registered since 1983.

Does Washington Trust Advisors, Inc. disclose fund performance?

Washington Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 William St, Suite 135, Wellesley, MA 02481
Phone781-235-7055
Fax781-235-1905
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1900099
Discloses disciplinary historyNo

Assets under management

Discretionary$1.94B
Non-discretionary$61.6M
Total (RAUM)$2B