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Building 2MOODY, LYNN, LIEBERSON & WALKER, LLC

Map pinBOSTON, MA
Phone617-973-0590
NotebookSEC #801-107685
Total AUM
$2.4B
Employees
14
Clients
550

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BEACON STREET
BOSTON
MA 02108
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
617-973-0590

ReceiptFinancials

Total AUM
$2.4B
Accounts
1,056
Discretionary
$2.4B
Accounts
1,056
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
503
AUM
$2.1B
Pooled Vehicle Clients
1
AUM
$13.3M
Pension/Profit Sharing Plan Clients
13
AUM
$124.8M
Charitable Organization Clients
33
AUM
$126.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMAMDMENHNJNYPARISCTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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