Simran Su
General PartnerLoring, Wolcott & Coolidge Fiduciary Advisors, LLPCRD 5563393
About Simran Su
Simran Su 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%. Simran Su 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 Simran Su work?
Simran Su 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 Simran Su own?
Form ADV reports a beneficial ownership band of 5-10%.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
| Title | General Partner |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2025 |
Domini Impact Investments LLC
| Title | Trustee, Jotham C. Kinder Non-Gst Trust |
| Ownership | 5-10% |
| Control person | No |
| Since | 2025 |