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Loring Wolcott & Coolidge Fiduciary Advisors LLP
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CRD # | 107153 |
SEC # | 801-46976 |
CIK # | 0000932974 |
AUM | $11.6 BB (2024-03-28) |
Employees | 104 (12% Investors, 0% Brokers) |
Phone | 617-523-6531 |
Address | 230 Congress Street Boston, MA 02110-2437 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.9 | |
MA | 309.6 | 0.7 | |
INTU | 109.0 | 0.6 | |
GOOGL | 1,475.1 | 0.6 | |
FI | 0.5 | ||
DHR | 183.1 | 0.4 | |
AMZN | 1,093.0 | 0.4 | |
SYK | 74.8 | 0.4 | |
AAPL | 2,382.8 | 0.4 | |
ADBE | 172.8 | 0.3 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 3,312 | 10.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 0.0 |
(h) Charitable organizations | 49 | 0.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 28 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 3,392 | 11.6 |
By Discretionary | ||
Discretionary | 3,381 | 11.5 |
Non-Discretionary | 11 | 0.1 |
Total | 3,392 | 11.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 11.4 | |
Total | 3,392 | 11.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0000932974] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Westwood Management Corp
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|
TX | 11.9 |
Cooke & Bieler LP
✚
|
PA | 11.8 |
Polaris Capital Management LLC
✚
|
MA | 11.8 |
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
Guideline Inc
✚
|
CA | 11.7 |
McQueen Financial Advisors II Inc
✚
|
MI | 11.6 |
Cavanal Hill Investment Management Inc
✚
|
OK | 11.6 |
Sammons Financial Group Asset Management LLC
✚
|
IA | 11.4 |
Tidal Investments LLC
✚
|
WI | 11.3 |
Security Investors LLC
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|
NY | 11.3 |