Washington Trust Advisors
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 110407
- Registered since
- February 11, 1983
- Website
- www.washtrustwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.77%
- Corporations / Businesses9.4%
- Individuals6.66%
- Charitable Organizations3.95%
- Pension & Profit Sharing Plans3.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Washington Trust Advisors is an independent, corporate-structured registered investment adviser that has been SEC-registered since 1983. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection and oversight of third‑party advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
- Non-Investment Grade Corp Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 197Active vs passive
$181M in ETFs
83%
$149M
16%
$31.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $23.2M | 737,612 | 12.83% |
Location
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 20 William St
- Time zone
- ET (UTC-5)
- Office locations
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