MOODY ALDRICH PARTNERS, LLC - Financial Advisor in Massachusetts, Marblehead

Tel: 781-639-2750 18 Sewall Street Marblehead, Massachusetts 01945

About MOODY ALDRICH PARTNERS, LLC

MOODY ALDRICH PARTNERS, LLC is a Marblehead, Massachusetts based financial advisory firm with nearly $802,328,234 in assets under management and provides investment advisory services for 433 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

106920

Firm SEC#:

801-32888

Assets Under Management:

$802,328,234

No. of Clients:

433

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

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