WASHINGTON TRUST ADVISORS

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

About WASHINGTON TRUST ADVISORS

WASHINGTON TRUST ADVISORS, formally registered with the SEC as WASHINGTON TRUST ADVISORS. The firm was established in 02/11/1983. They have over 2 offices throughout the country.

WASHINGTON TRUST ADVISORS is a Wellesley, Massachusetts based Financial Planning firm with nearly $1,908,947,260 assets under management, offering retirement planning & investment advisory services to 1414 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110407
SEC#	801-18403
Assets Managed by Firm	$1,908,947,260
No. of Clients	1414
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	1414	$1,908,947,260
Individuals (other than high net worth individuals)	194	$55,919,871
High net worth individuals	340	$1,602,007,644
Pension and profit sharing plans	4	$9,850,299
Charitable organizations	25	$189,577,798
Corporations or other businesses	11	$51,591,648

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