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, partner-owned RIA that acts as a capital allocator for both individual/family and institutional clients. The firm is structured as a limited liability partnership and has been SEC-registered since 1994. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm is not positioned as an ESG specialist and maintains an affiliation with a trust company that supports fiduciary custody and trustee-type services.