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Building 2MOODY ALDRICH PARTNERS, LLC

Map pinMARBLEHEAD, MA
Phone781-639-2750
NotebookSEC #801-32888
Total AUM
$864.3M
Employees
14
Clients
376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 SEWALL STREET
MARBLEHEAD
MA 01945
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
781-639-2750
Other Offices
2

ReceiptFinancials

Total AUM
$864.3M
Accounts
376
Discretionary
$864.3M
Accounts
376
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$12.6M
HNW Individual Clients
94
AUM
$281.5M
Pooled Vehicle Clients
4
AUM
$228.4M
Pension/Profit Sharing Plan Clients
2
AUM
$4.5M
Charitable Organization Clients
4
AUM
$28.8M
Government Entity Clients
2
AUM
$155.4M
Corporation or Business Clients
1
AUM
$7.1M
Other Clients
250
AUM
$146M
Description of Other Clients
WRAP CLIENT ENTITIES

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMA

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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