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Washington Trust Advisors Inc
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CRD # | 110407 |
SEC # | 801-18403 |
CIK # | 0001900099 |
AUM | $1.9 BB (2024-06-11) |
Employees | 19 (63% Investors, 0% Brokers) |
Phone | 781-235-7055 |
Address | 20 William St Wellesley, MA 02481 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 66.2 | |
PWR | 17,834.3 | 49.7 | |
PANW | 49,011.6 | 45.1 | |
GOOG | 1,482,566.4 | 43.5 | |
AMZN | 1,092,997.8 | 43.3 | |
META | 434,852.0 | 42.0 | |
V | 419,260.5 | 39.0 | |
GOOGL | 1,475,138.5 | 34.2 | |
BKNG | 74,682.6 | 33.4 | |
REGN | 65,294.8 | 31.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 194 | 0.1 |
(b) Individuals (high net worth individuals) | 340 | 1.6 |
(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 | 4 | 0.0 |
(h) Charitable organizations | 25 | 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 | 11 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 1,414 | 1.9 |
By Discretionary | ||
Discretionary | 1,361 | 1.9 |
Non-Discretionary | 53 | 0.0 |
Total | 1,414 | 1.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.9 | |
Total | 1,414 | 1.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001900099] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Acropolis Investment Management LLC
✚
|
MO | 1.9 |
Baystate Wealth Management LLC
✚
|
KS | 1.9 |
Sunbelt Securities Inc
✚
|
TX | 1.9 |
Icon Wealth Advisors LLC
✚
|
TX | 1.9 |
Bridgewater Advisors Inc
✚
|
NY | 1.9 |
Alken Asset Management Ltd
✚
|
1.9 | |
Bristlecone Advisors LLC
✚
|
WA | 1.9 |
Comperio Retirement Consulting Inc
✚
|
NC | 1.9 |
Checchi Capital Advisers LLC
✚
|
CA | 1.9 |
CornerStone Investment Partners LLC
✚
|
GA | 1.9 |