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Wendy Shaw Holding

General PartnerLoring, Wolcott & Coolidge Fiduciary Advisors, LLPCRD 5468811

About Wendy Shaw Holding

Wendy Shaw Holding is listed as General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA. Form ADV reports a beneficial ownership band of 5-10%. Wendy Shaw Holding is associated with 2 registered advisers.

Reported ownership

Owns 5-10% of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wendy Shaw Holding work?

Wendy Shaw Holding is listed as General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP on SEC Form ADV.

How much of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP does Wendy Shaw Holding own?

Form ADV reports a beneficial ownership band of 5-10%.

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

TitleGeneral Partner
Ownership5-10%
Control personYes
Since2009
View Loring, Wolcott & Coolidge Fiduciary Advisors, LLP →

Domini Impact Investments LLC

TitleTrustee, John G. Kinder Non-Gst Trust
Ownership5-10%
Control personNo
Since2016
View Domini Impact Investments LLC →