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 a limited liability partnership and registered with the SEC since 1994. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management for individuals and businesses, and manager selection services. Its fee schedule includes percentage-of-AUM billing alongside fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Loring, Wolcott & Coolidge has been recognized by CNBC as one of the Top 100 Financial Advisory Firms in 2019, 2020 and 2021. The firm also has an affiliation with a trust company.