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).

Current Firm Details
230 Congress Street, Boston, MA 02110
http://www.sustainabilitygroup.com
By the Numbers
  • Total Assets Under Management
    11,612
    MILLION
  • Total Number of Accounts
    3,392
    ACCOUNTS
  • Average Account Value
    $3,423,287
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Showing 11 - 11 of 11 top financial advisors.
11
Hugh Warren, financial advisor Boston MA
Hugh L. Warren
CRD#: 4362055
230 Congress Street, Boston, MA 02110

Hugh Warren (CRD# 4362055) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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