| Name | Title | Ownership | Since |
|---|---|---|---|
| Amory Loring Logan Control | General Partner | 5-10% | 2016 |
| Amy Domini Thornton Control | General Partner | 5-10% | 1994 |
| Charles B Schmidt Control | Chief Compliance Officer And Regulatory Counsel | Under 5% | 2023 |
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports $12.9 billion in regulatory assets under management on its Form ADV.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports 103 employees.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is based in Boston, MA and has been SEC-registered since 1994.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 230 Congress Street, Boston, MA 02110-2437 |
| Phone | 617-523-6531 |
| Fax | 617-830-0053 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 932974 |
| Discloses disciplinary history | No |
| Discretionary | $12.84B |
| Non-discretionary | $77M |
| Total (RAUM) | $12.91B |