LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
(CRD# 107153)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Boston, MA.
The SEC approved the firm to operate as an RIA in
Aug 1994.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$7.2 Billion,
with discretion over
97%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
1%
.
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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
also reported in
Mar 2019
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90
employees,
with
16
performing advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP has no disclosure events reported to the SEC at this time.
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LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP has Notice Filings with the following State Securities Authorities:
AK-Oct 2014, AZ-Mar 2015, CA-Aug 2000, CO-Dec 2013, CT-Jul 2000
, DC-Aug 2000, FL-Jul 2000, GA-Aug 2015, ID-Mar 2018, IL-Apr 2013
, LA-Aug 2015, MA-May 2002, MD-Jul 2000, ME-Aug 2000, MT-Feb 2017
, NC-Mar 2018, NH-Jul 2000, NY-Jan 2003, OR-Jan 2004, PA-Jul 2000
, RI-Mar 2008, TX-Jan 2004, UT-Mar 2013, VA-Oct 2014, VT-Jul 2000
, WA-Jan 2004
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The information presented above was gleaned
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presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
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