Unclaimed Profile

William Harris Apfel

BOSTON TRUST WALDEN INC.·BOSTON, Massachusetts

Clean recordBOSTON TRUST WALDEN INC.

ONE BEACON STREET, BOSTON, MA 02108-3116CRD# 1308838Firm CRD# 111266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Harris Apfel · BOSTON, MA

Registration

CRD #1308838 · BOSTON TRUST WALDEN INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Harris Apfel is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BOSTON TRUST WALDEN INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

BOSTON TRUST WALDEN INC.

AUM

$4.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOSTON TRUST WALDEN INC. →

Services

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1308838

Firm CRD# 111266

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Harris Apfel offer?

William Harris Apfel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are William Harris Apfel's credentials?

William Harris Apfel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Harris Apfel located?

William Harris Apfel is based in BOSTON, Massachusetts, working with BOSTON TRUST WALDEN INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does William Harris Apfel charge for services?

William Harris Apfel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON TRUST WALDEN INC.?

BOSTON TRUST WALDEN INC. has approximately 32 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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