Washington Trust Advisors is an investment advisor in Wellesley with $2.97 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
42762560
SEC advisor number
801-18403
FINRA CRD number
110407
AUM ?
$1.91 bn
(as of 27 Mar 24)
Accounts
1,414
(as of 27 Mar 24)
Employees
19
(12 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 May 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22