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Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Headquartered in BOSTON, MA

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Firm Information

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an investment advisor based in Boston, Massachusetts, with a focus on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. They have over 100 years of experience and manage over $11 billion in assets. Their services include asset allocation, investment selection, and customized financial plans.

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

230 CONGRESS STREET

BOSTON, MA 02110-2437

$11.61B

Assets Under Management

33

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

View All 9 Advisors
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David Cuetos ruano

CFA®, RA

BOSTON, MA

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Gilbert Morgan Roddy

CFA®, RA

BOSTON, MA

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William Bartlett Perkins

CFA®, RA

BOSTON, MA

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Peter B. Loring

CFA®, RA

BOSTON, MA

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Amory Loring Logan

CFA®, RA

Boston, MA

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Amy Domini Thornton

CFA®, RA

BOSTON, MA

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Charles-frederick David Boit

CFA®, RA

BOSTON, MA

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Thomas Russell Appleton

CFA®, RA

BOSTON, MA

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Disclosures

There are no public disclosures for Loring, Wolcott & Coolidge Fiduciary Advisors, LLP.

Frequently Asked Questions (6)

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