LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
SEC Form ADV profile.
Total regulatory AUM
$12,835,550,894
Discretionary
$12,801,202,678
Non-discretionary
$34,348,216
Firm details
- CRD number
- 107153
- SEC file number
- 801-46976
- Main office
- BOSTON, MA, United States
- Employees
- 109
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.