FindingFraud.org


Blog
Contact

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
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% .  
 
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP also reported in Mar 2019
  • 90 employees, with 16 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP has no disclosure events reported to the SEC at this time.
 

View LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP's most recent Form ADV filing
 irban42



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


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


irban43
g2red1
g2red2 g2red3
g2red4
g2red5 g2red6
g2red7
g2red8 g2red9

irban43


1 2
3
4
5 6
7
8
9 10
11
12