Moody Aldrich Partners, LLC

Moody Aldrich Partners, LLC (CRD# 106920) is a financial advisory firm headquartered in Marblehead, MA. They manage $951,284,473 in 541 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    951
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $1,758,382
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, MA, NC, SC

Financial Advisors at Moody Aldrich Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William B. Moody
CRD#: 2643747
18 Sewall Street, Marblehead, MA 01945

William Moody (CRD# 2643747) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 27 years of experience in the finance industry.

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