LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

230 Congress Street
Boston, Massachusetts 02110-2437
Tel: 617-523-6531

About LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP, formally registered with the SEC as LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP. The firm was established in 08/01/1994. They have over 1 offices throughout the country.

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP is a Boston, Massachusetts based Financial Planning firm with nearly $11,611,790,589 assets under management, offering retirement planning & investment advisory services to 3392 clients. The firm is staffed with 104 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107153
SEC#	801-46976
Assets Managed by Firm	$11,611,790,589
No. of Clients	3392
No. of Advisors	104

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3392	$11,611,790,589
High net worth individuals	3312	$10,879,586,292
Pension and profit sharing plans	3	$10,235,431
Charitable organizations	49	$419,228,658
Corporations or other businesses	28	$302,740,208

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