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 $9,688,406,762 in 3,288 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management9,688MILLION
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Total Number of Accounts3,288ACCOUNTS
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Average Account Value$2,946,596
- 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)
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 21 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 15 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.