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Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $7.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $2.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

11

name start date
Thomas Appleton
May 2007
Peter B. Loring
June 2002
William Andrew Mims
January 2014
Wendy Shaw Holding
May 2008
Nushin Kormi
February 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Domini Impact Investments LLC IAR $2,142,309,411
    Loring, Wolcott & Coolidge Trust, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Peter B. Loring Partner June, 1994 5% to 10%
      Nushin Kormi Partner March, 2017 5% to 10%
      Lawrence Coolidge Partner June, 1994 5% to 10%
      William Bartlett Perkins Partner, Compliance Partner June, 1994 5% to 10%
      William Andrew Mims Partner October, 2013 5% to 10%
      Wendy Shaw Holding Partner March, 2009 5% to 10%
      Thomas Appleton Partner January, 2007 5% to 10%
      Charles-Frederick David Boit Partner And President June, 2002 5% to 10%
      Robert Leo Driscoll Partner January, 2000 5% to 10%
      Hugh L. Warren Partner June, 1994 5% to 10%
      Gilbert Morgan Roddy Partner June, 1994 5% to 10%
      Amy L. Thornton Partner June, 1994 5% to 10%
      Frederick D. Ballou Partner June, 1994 5% to 10%
      Amory Loring Logan Partner July, 2016 5% to 10%
      Jonathan L Korb General Counsel January, 2008 less than 5%
      Charles B Schmidt Chief Compliance Officer November, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees