SEC Form ADV · CIK 932974

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Registered Investment AdviserMA
$12.8B
Assets Under Management
41
Total Clients
109
Employees
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Registration Details

CIK
932974
Accession
crd-107153
Location
BOSTON, MA
Filing Date
June 9, 2026
AUM
$12.8B
Total Clients
41
Institutional Clients
53
Employees
109
Amendment
No

Client Types

HNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP is a registered investment adviser headquartered in BOSTON, MA, managing approximately $12.8B in assets across 41 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.