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).
Total Assets Under Management951MILLION
Total Number of Accounts541ACCOUNTS
Average Account Value$1,758,382
- 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
CO, FL, MA, NC, SC
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.