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
| Title | General Partner |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 1994 |
Domini Impact Investments LLC
| Title | Trustee, Jotham C. Kinder Gst Trust And John G. Kinder Gst Trust |
| Ownership | 5-10% |
| Control person | No |
| Since | 2024 |