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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD 107153 · SEC 801-46976
230 CONGRESS STREET, BOSTON, MA, 02110-2437, United States
Phone
617-523-6531
Fax
617-830-0053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.84B
Discretionary AUM
$12.80B
Team
109 total employees; 13 advisory reps; 41 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3214 | $12.13B |
| Charitable organizations | 53 | $458.3M |
| Corporations/business entities | 23 | $239.9M |
States served
VT, AK, AZ, CA, CO, DC, GA, ID, IL, LA, ME, MD, MA, MI, MT, NJ, NM, NY, NC, OR, PA, RI, SC, VA, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD