Moody Aldrich Partners, LLC

Moody Aldrich Partners, LLC (CRD# 106920) is a financial advisory firm headquartered in Marblehead, MA. They manage $71,040,528 in 47 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,511,501
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, MA, NC, SC, TX

Financial Advisors at Moody Aldrich Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William B. Moody
CRD#: 2643747
18 Sewall Street, Marblehead, MA 01945
96
Wealthminder
score

William Moody (CRD# 2643747) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 21 years of experience in the finance industry.

2
Michael W. Green
CRD#: 4564800
18 Sewall Street, Marblehead, MA 01945
93
Wealthminder
score

Michael Green (CRD# 4564800) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 16 years of experience in the finance industry.

3
Amory A. Aldrich
CRD#: 4562329
18 Sewall Street, Marblehead, MA 01945
87
Wealthminder
score

Amory Aldrich (CRD# 4562329) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has 1 year of experience in the finance industry.

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