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Loring, Wolcott & Coolidge

EST. AUM
$12,835,550,894

CONTACTS
11

CLIENT ACCOUNTS
3,293

Firm Details

Metro area Boston
CRD Number 107153
Website lwcotrust.com
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Overview

Loring, Wolcott & Coolidge is a multi-family office based in Boston with more than $11B in assets under management. Their services cover all parts of financial management including estate and tax planning and philanthropy. Their investment portfolios are mainly equity strategies managed in-house, limited use of other investments.

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Investment Preferences

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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