Moody, Lynn, Lieberson & Walker, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 283549
- Registered since
- April 21, 2016
- Website
- www.moodylynn.com
- Custodians
- CHARLES SCHWAB & CO., INC., FNZ TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.01%
- Charitable Organizations5.26%
- Pension & Profit Sharing Plans5.18%
- Pooled Investment Vehicles0.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Moody, Lynn, Lieberson & Walker, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm is owner-operated and positions itself as a capital allocator serving both individual/family and institutional clients. Its fee model is a percentage of assets under management, and core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of external advisers. The firm also functions as a sponsor/GP and managing member of pooled vehicles. It does not identify as an active ESG investor and is not listed as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- US Government Bonds8%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds5%
- State & Local Bonds4%
Owners & executives
2 of 2
David Walker
Chief Investment OfficerCRD 4361470
Brian Gowell
Vice President, Chief Compliance OfficerCRD 2803360
Contacts
3 of 7
Martin Lynn
Founding PrincipalCRD 847053
Nicholas Fitzgerald
Vice President & Portfolio ManagerCRD 7238909
Michael Brady
Principal and Portfolio ManagerCRD 3216537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$127M in ETFs
99%
$126M
0%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $55.2M | 149,771 | 43.28% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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