Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
● SEC registered since 1994CRD 107153SEC# 801-46976Boston, MA
Reg. AUM
$12.84B
Employees
109
Accounts
3,293
Location
Boston, MA
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP assets under management
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1994. It reports $12.8 billion in regulatory assets under management and employs 109 people.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amory Loring Logan Control | General Partner | 5-10% | 2016 |
| Charles B Schmidt Control | Chief Compliance Officer | Under 5% | 2023 |
| Charles-Frederick David Boit Control | General Partner | 5-10% | 2002 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP manage?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports $12.8 billion in regulatory assets under management on its Form ADV.
How many employees does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP have?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP reports 109 employees.
Where is Loring, Wolcott & Coolidge Fiduciary Advisors, LLP located?
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is based in Boston, MA and has been SEC-registered since 1994.
Does Loring, Wolcott & Coolidge Fiduciary Advisors, LLP disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$12.84B▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$12.84Bregulatory AUM
Discretionary $12.8BNon-discretionary $34.3M