BOSTON TRUST WALDEN INC.

One Beacon Street
34th Floor
Boston, Massachusetts 02108-3116
Tel: 617-726-7250

About BOSTON TRUST WALDEN INC.

BOSTON TRUST WALDEN INC, formally registered with the SEC as BOSTON TRUST WALDEN INC. The firm was established in 04/11/2001. They have over 1 offices throughout the country.

BOSTON TRUST WALDEN INC. is a Boston, Massachusetts based Financial Planning firm with nearly $4,785,710,449 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111266
SEC#	801-60136
Assets Managed by Firm	$4,785,710,449
No. of Clients	15
No. of Advisors	32

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (PORTFOLIO MANAGEMENT NON US INSTITUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$4,785,710,449

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