Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

RIASEC Registered

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 that has been SEC-registered since 1994. Organized as a limited liability partnership with individual ownership, the firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third-party managers. Compensation is a mix of percentage-of-AUM and fixed fees. The firm identifies as a capital allocator and does not present itself as an ESG-focused investor. Loring, Wolcott & Coolidge appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, and 2021.