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| Washington Trust Advisors Inc
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|
|
|---|---|
| CRD # | 110407 |
| SEC # | 801-18403 |
| CIK # | 0001900099 |
| AUM | $1.8 BB (2023-03-15) |
| Employees | 27 (59% Investors, 0% Brokers) |
| Phone | 781-235-7055 |
| Address | 100 William St Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 59.4 | |
| PWR | 17,834.3 | 40.9 | |
| V | 419,260.5 | 36.4 | |
| PANW | 49,011.6 | 34.2 | |
| DE | 94,490.3 | 30.6 | |
| IQV | 40,166.9 | 29.9 | |
| RMD | 30,905.6 | 28.5 | |
| GOOG | 1,482,566.4 | 27.6 | |
| REGN | 65,294.8 | 27.1 | |
| PEP | 226,773.9 | 25.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 0.1 |
| (b) Individuals (high net worth individuals) | 390 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 46 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 749 | 1.8 |
| By Discretionary | ||
| Discretionary | 716 | 1.7 |
| Non-Discretionary | 33 | 0.0 |
| Total | 749 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 749 | 1.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001900099] |
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|---|---|---|
|
Heronbridge Investment Management LLP
✚
|
1.8 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 1.8 |
|
Redwood Investments LLC
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MA | 1.8 |
|
Arkadios Wealth Advisors LLC
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GA | 1.8 |
|
Icon Wealth Advisors LLC
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TX | 1.8 |
|
JAG Capital Management LLC
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MO | 1.8 |
|
Arbion Limited
✚
|
1.8 | |
|
The Edgar Lomax Company
✚
|
VA | 1.8 |
|
Compass Capital Management Inc
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|
MN | 1.8 |
|
John F Suby Wealth Management LLC
✚
|
WI | 1.8 |