Moody Aldrich Partners, LLC

RIASEC Registered

Total AUM

$864M

Discretionary

$864M

100% of AUM

Avg account

$2.3M

Accounts

376

Employees

Advisory reps

Firm details

Headquarters: Marblehead, Massachusetts
CRD number: 106920
Registered since: September 16, 1988
Website: moodyaldrich.com
Custodians: GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, CHARLES SCHWAB & CO., INC., GLENMEDE TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI32.57%
Pooled Investment Vehicles26.43%
State / Municipal Government17.98%
Other16.89%
Charitable Organizations3.33%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Moody Aldrich Partners, LLC is an institutional registered investment adviser that has been SEC-registered since 1988. The firm manages portfolios for both individual and family clients as well as institutional and pooled-vehicle clients, charging fees as a percentage of assets under management. Its advisory services include separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses and institutional clients. The firm indicates a primary preference for equities and does not identify as an active ESG investor.