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William Bartlett Perkins

General PartnerLoring, Wolcott & Coolidge Fiduciary Advisors, LLPCRD 4362049

About William Bartlett Perkins

William Bartlett Perkins 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%. William Bartlett Perkins 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 William Bartlett Perkins work?

William Bartlett Perkins 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 William Bartlett Perkins own?

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

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

TitleGeneral Partner
Ownership5-10%
Control personYes
Since1994
View Loring, Wolcott & Coolidge Fiduciary Advisors, LLP →

Domini Impact Investments LLC

TitleTrustee, Jotham C. Kinder Gst Trust And John G. Kinder Gst Trust
Ownership5-10%
Control personNo
Since2024
View Domini Impact Investments LLC →