MOODY ALDRICH PARTNERS, LLC

RIASEC RegisteredEst. 1988

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 a privately owned advisory firm that provides fee-based portfolio management to individuals, families, pooled investment vehicles and institutional clients. The firm operates on a percentage-of-assets-under-management fee model and engages in discretionary portfolio management across separate accounts and pooled vehicles. Moody Aldrich is not positioned as an ESG-focused advisor and is not listed as a multi-state adviser in the source data; it has been SEC-registered since 1988.