Moody Aldrich Partners, LLC
Moody Aldrich Partners, LLC (CRD# 106920) is a financial advisory firm headquartered in Marblehead, MA. They manage $802,328,234 in 433 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management802MILLION
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Total Number of Accounts433ACCOUNTS
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Average Account Value$1,852,952
- A percentage of assets under your management
- 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
CA, CO, FL, IL, MA, NE
Richard Boutin (CRD# 2940916) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 17 years of experience in the finance industry.
William Moody (CRD# 2643747) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 28 years of experience in the finance industry.
Daniel Wanzenberg (CRD# 2524671) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 28 years of experience in the finance industry.