BOSTON TRUST WALDEN INC.
CRD #111266 SEC #801-60136 BOSTON, MA 617-726-7250
SEC Registered
Total AUM
$5.1B
Discretionary
$5.1B
Employees
33
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.1B | $5.1B | $0 | 33 | 0 |
| Mar 2024 | $4.8B | $4.8B | $0 | 32 | 0 |
| Mar 2023 | $4B | $4B | $0 | 31 | 0 |
| Mar 2022 | $4.3B | $4.3B | $0 | 28 | 0 |
| Mar 2021 | $2.8B | $2.8B | $0 | 30 | 0 |
| Mar 2020 | $2.4B | $2.4B | $0 | 28 | 0 |
| Sep 2019 | $1.8B | $1.8B | $0 | 25 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 25 | 0 |
| Aug 2018 | $2B | $2B | $0 | 25 | 0 |
| Mar 2018 | $2B | $2B | $0 | 25 | 0 |
| Mar 2017 | $1.8B | $1.8B | $0 | 23 | 1 |
| Mar 2016 | $1.5B | $1.5B | $0 | 23 | 1 |
| Jun 2015 | $2.4B | $2.4B | $0 | 23 | 1 |
| Mar 2015 | $2.4B | $2.4B | $0 | 19 | 1 |
| Mar 2014 | $2.1B | $2.1B | $0 | 17 | 1 |
| Apr 2013 | $1.5B | $1.5B | $0 | 14 | 11 |
| Mar 2012 | $1.3B | $1.3B | $0 | 11 | 1 |
| Mar 2011 | $683.3M | $683.3M | $0 | -- | -- |
| Mar 2010 | $538.2M | $538.2M | $0 | -- | -- |
| Apr 2009 | $318.6M | $318.6M | $0 | -- | -- |
| Jan 2008 | $293.7M | $293.7M | $0 | -- | -- |
| Feb 2007 | $358.4M | $358.4M | $0 | -- | -- |
| Feb 2006 | $330.9M | $330.9M | $0 | -- | -- |
| Mar 2004 | $209M | $209M | $0 | -- | -- |
| Apr 2002 | $255.1M | $255.1M | $0 | -- | -- |
| May 2001 | $252M | $252M | $0 | -- | -- |
DateMar 2025
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees33
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees32
Clients0
DateMar 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees31
Clients0
DateMar 2022
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees28
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees28
Clients0
DateSep 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateAug 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients0
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients0
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients1
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees23
Clients1
DateJun 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees23
Clients1
DateMar 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees19
Clients1
DateMar 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees17
Clients1
DateApr 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients11
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$683.3M
Discretionary$683.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$538.2M
Discretionary$538.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$318.6M
Discretionary$318.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$358.4M
Discretionary$358.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees--
Clients--