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BOSTON TRUST WALDEN INC.
CRD 111266 · SEC 801-60136
ONE BEACON STREET, 34TH FLOOR, BOSTON, MA, 02108-3116, United States
Phone
617-726-7250
Fax
617-227-3664
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.58B
Discretionary AUM
$4.58B
Team
32 total employees; 19 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (institutions)PORTFOLIO MANAGEMENT NON US INSTITUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 10 | $3.92B |
| State/municipal entities | 2 | $158.9M |
| Sovereign wealth funds | 1 | $226.5M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD