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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) |
|---|
| 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 ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |