Loring Wolcott & Coolidge Fiduciary Advisors LLP

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Assets, Funds, Holdings

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Loring Wolcott & Coolidge Fiduciary Advisors LLP
CRD #107153
SEC #801-46976
CIK #0000932974
AUM $11.6 BB (2024-03-28)
Employees 104 (12% Investors, 0% Brokers)
Phone617-523-6531
Address230 Congress Street
Boston, MA 02110-2437
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302001200920172025
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 ($BB)
151296302013201720212025
AUM Breakdown Accounts AUM ($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
13F-HR [0000932974]
Comparable Firms State AUM ($BB)
Westwood Management Corp
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
NY 11.3
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