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Loring Catlin (Vero Beach)


Loring Catlin is a large advisory firm based in Vero Beach. It manages $66.46 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Loring Catlin provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Loring Catlin: assets under management

The assets under management (AUM) of Loring Catlin is $66.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Loring Catlin for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vero Beach

The principal office where Loring Catlin performs its advisory services is located at 3055 Cardinal Drive, Vero Beach, FL 32963 The mailing address of the firm is Po Box 643524, Vero Beach, FL 32964 3524. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772-234-1413 or by fax 772-234-3036. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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