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Building 2LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Map pinBOSTON, MA
Phone617-523-6531
NotebookSEC #801-46976
Total AUM
$12.8B
Employees
109
Clients
3,291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 CONGRESS STREET
BOSTON
MA 02110-2437
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-523-6531

ReceiptFinancials

Total AUM
$12.8B
Accounts
3,293
Discretionary
$12.8B
Accounts
3,285
Non-Discretionary
$34.3M
Accounts
8

ContactClients

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HNW Individual Clients
3,214
AUM
$12.1B
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M
Charitable Organization Clients
53
AUM
$458.3M
Corporation or Business Clients
23
AUM
$239.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCFLGAHIIDILLAMAMDMEMIMTNCNHNMNYORPARISCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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