Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (CRD# 107153) is a financial advisory firm headquartered in Boston, MA. They manage $11,611,790,589 in 3,392 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management11,612MILLION
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Total Number of Accounts3,392ACCOUNTS
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Average Account Value$3,423,287
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MI, MT, NC, NH, NY, OR, PA, RI, SC, TX, VA, VT, WA
Thomas Appleton (CRD# 5313248) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.
Charles-frederick Boit (CRD# 4534823) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 22 years of experience in the finance industry.
Wendy Holding (CRD# 5468811) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 16 years of experience in the finance industry.
Nushin Kormi (CRD# 4232198) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 23 years of experience in the finance industry.
Amory Logan (CRD# 5808724) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 7 years of experience in the finance industry.
Peter Loring (CRD# 4362016) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.
William Perkins (CRD# 4362049) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.
Gilbert Roddy (CRD# 4362042) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.
Amy Thornton (CRD# 69755) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 20 years of experience in the finance industry.
David Cuetos Ruano (CRD# 7294778) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.