Bank / Wealth / TrustRIA · CRD 111266SEC-Registered

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Boston Trust Walden

Boston Trust Walden was established in 1974 as a US-based wealth manager. It delivers discretionary portfolio management services. Client types include...

Boston Trust Walden logo

Boston Trust Walden

Boston Trust Walden was established in 1974 as a US-based wealth manager. It delivers discretionary portfolio management services. Client types include institutions, pensions, and government agencies. No team size, additional offices, or recent operational events are recorded. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession details.

General information

Firm type

Bank / Wealth / Trust

Year founded

1974

AUM

$16.0B

Location

Region

North America

Country

United States

City

Boston

Corporate office

Boston, United States

Sector focus

ESGSocially Responsible Investing

Frequently asked questions

Who runs investment decisions at Boston Trust Walden?

No named principals or CIOs are disclosed in available records.

What asset classes does Boston Trust Walden deploy into?

No specific asset classes are identified in source material.

Does Boston Trust Walden participate in fund commitments or direct deals?

The firm offers discretionary portfolio management; no fund or direct deal activity is detailed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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