Loring Wolcott & Coolidge Fiduciary Advisors is an investment advisor in Boston with $12.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Loring Wolcott & Coolidge Fiduciary Advisors
SEC CIK
IRS number
43243850
SEC advisor number
801-46976
FINRA CRD number
107153
AUM ?
$12.62 bn
(as of 31 Mar 22)
Accounts
3,202
(as of 31 Mar 22)
Employees
99
(17 investment advisory or research)
Address
Loring Wolcott & Coolidge Fiduciary Advisors
230 CONGRESS STREET
BOSTON
MA 02110
230 CONGRESS STREET
BOSTON
MA 02110
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
6175236531
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Loring, Peter, B. | General Partner | 06/1994 | 5-10% |
Ballou, Frederick, D. | General Partner | 06/1994 | 5-10% |
Thornton, Amy, Domini | General Partner | 06/1994 | 5-10% |
Roddy, Gilbert, Morgan | General Partner | 06/1994 | 5-10% |
Perkins, William, Bartlett | General Partner | 06/1994 | 5-10% |
Warren, Hugh, L. | General Partner | 06/1994 | 5-10% |
Driscoll, Robert, Leo | General Partner | 01/2000 | 5-10% |
Boit, Charles-frederick, David | General Partner and President | 06/2002 | 5-10% |
Appleton, Thomas, Russell | General Partner | 01/2007 | 5-10% |
Korb, Jonathan, L | General Counsel | 01/2008 | < 5% |
Holding, Wendy, Shaw | General Partner | 03/2009 | 5-10% |
Mims, William, Andrew | General Partner | 10/2013 | 5-10% |
Coolidge, Lawrence | General Partner | 06/1994 | 5-10% |
Logan, Amory, Loring | General Partner | 07/2016 | 5-10% |
Kormi, Nushin | General Partner | 03/2017 | 5-10% |
Okeeffe, Brian, Kane | Chief Compliance Officer | 06/2019 | < 5% |
Cuetos Ruano, David | General Partner | 01/2021 | 5-10% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Mar 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22