Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

RIASEC RegisteredEst. 1994

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$3.9M

Accounts

3,293

Employees

109

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 107153
Registered since: August 1, 1994
Website: lwcotrust.com
Custodians: LORING, WOLCOTT & COOLIDGE TRUST, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.53%
Charitable Organizations3.57%
Corporations / Businesses1.87%
Pension & Profit Sharing Plans0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an independent registered investment adviser organized as an LLP and registered with the SEC since 1994. The firm acts as a capital allocator and provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of other advisers. Clients are a mix of individuals/families and institutional accounts. Fees are charged as a percentage of assets under management and via fixed fees. The firm is not positioned as an active ESG investor and is affiliated with a trust company. Loring, Wolcott & Coolidge appeared on CNBC’s Top 100 Financial Advisory Firms lists in 2019, 2020 and 2021.