Amy
Thornton
Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
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About this Advisor
Amy Thornton is a financial advisor based in Boston, Massachusetts, working with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Amy has previously held positions at Loring, Wolcott & Coolidge Office, Amy L. Domini, Domini Impact Investments LLC Fka Domini Social Investments LLC, DSIL Investment Services LLC, Loring, Wolcott & Coolidge Fiduciary Advisors LLP, Domini Holdings LLC, and Domini Investment Trust (Fka Domini Social Investment Trust). Amy has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Amy is part of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, which operates out of Boston, Massachusetts. The firm has 104 employees and manages assets totaling $11.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Loring, Wolcott & Coolidge Fiduciary Advisors, Llp Brokerage Details
$11,611,790,589
104
3,392
$3,423,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Amy Thornton Work History
Domini Impact Investments LLC Fka Domini Social Investments LLC
Domini Holdings LLC
Domini Investment Trust (Fka Domini Social Investment Trust)
Loring, Wolcott & Coolidge Fiduciary Advisors Llp
Loring, Wolcott & Coolidge Office
Amy L. Domini
Dsil Investment Services LLC
Disclosures
Please visit the SEC profile of Amy Thornton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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