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| Happy Holidays!! thanks for using AUM13F!! |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP
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| CRD # | 107153 |
| SEC # | 801-46976 |
| CIK # | 0000932974 |
| AUM | $12.9 B (2025-06-27) |
| Employees | 103 (13% Investors, 0% Brokers) |
| Phone | 617-523-6531 |
| Address | 230 Congress Street Boston, MA 02110-2437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.9 | ||
| Mastercard Inc | 0.8 | ||
| Intuit Inc | 0.7 | ||
| Alphabet Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Fiserv Inc | 0.5 | ||
| Stryker Corp | 0.5 | ||
| Danaher Corp /DE/ | 0.3 | ||
| ServiceNow Inc | 0.3 | ||
| American Tower Corp /MA/ | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,302 | 12.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 57 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,385 | 12.9 |
| By Discretionary | ||
| Discretionary | 3,376 | 12.8 |
| Non-Discretionary | 9 | 0.1 |
| Total | 3,385 | 12.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 12.6 | |
| Total | 3,385 | 12.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000932974] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Degroof Petercam Asset Management
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|
13.6 | |
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 13.6 |
|
Madison Investment Advisors LLC
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WI | 13.3 |
|
Mason Investment Advisory Services Inc
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VA | 13.2 |
|
Westwood Management Corp
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|
TX | 12.8 |
|
Dolan McEniry Capital Management LLC
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|
IL | 12.6 |
|
Ariel Investments LLC
✚
|
IL | 12.4 |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 12.2 |
|
Vident Advisory LLC
✚
|
GA | 12.1 |
|
Sarofim Trust Co LTA
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|
TX | 12.0 |