Boston Trust Walden Inc.
● SEC registered since 2001CRD 111266SEC# 801-60136Boston, MA
Reg. AUM
$4.58B
Employees
32
Accounts
15
Location
Boston, MA
Boston Trust Walden Inc. assets under management
Boston Trust Walden Inc. operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2001. It reports $4.6 billion in regulatory assets under management and employs 32 people.
Boston Trust Walden Inc. owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Boston Trust Walden National Association Control | Corporation | Over 75% | 2001 |
| David Aaron Sandell Control | Director | Under 5% | 2017 |
| Heidi Harris Vanni Control | Director/President | Under 5% | 2021 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Boston Trust Walden Inc. manage?
Boston Trust Walden Inc. reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Boston Trust Walden Inc. have?
Boston Trust Walden Inc. reports 32 employees.
Where is Boston Trust Walden Inc. located?
Boston Trust Walden Inc. is based in Boston, MA and has been SEC-registered since 2001.
Does Boston Trust Walden Inc. disclose fund performance?
Boston Trust Walden Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Beacon Street, 34th Floor, Boston, MA 02108-3116 |
| Phone | 617-726-7250 |
| Fax | 617-227-3664 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.58B▼ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$4.58Bregulatory AUM
Discretionary $4.58B