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Home > Retirement Planners > massachusetts > boston > MOODY, LYNN, LIEBERSON & WALKER, LLC
MOODY, LYNN, LIEBERSON & WALKER, LLC
One Boston Place
Boston, Massachusetts 02108
Tel: 617-973-0590
About MOODY, LYNN, LIEBERSON & WALKER, LLC
MOODY, LYNN, LIEBERSON & WALKER, LLC, formally registered with the SEC as MOODY, LYNN, LIEBERSON & WALKER, LLC. The firm was established in 04/21/2016. They have over 1 offices throughout the country.
MOODY, LYNN, LIEBERSON & WALKER, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,609,110,610 assets under management, offering retirement planning & investment advisory services to 976 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283549 |
| SEC# | 801-107685 |
| Assets Managed by Firm | $1,609,110,610 |
| No. of Clients | 976 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 976 | $1,609,110,610 |
| Individuals (other than high net worth individuals) | 547 | $1,427,607,792 |
| Pension and profit sharing plans | 14 | $89,808,195 |
| Charitable organizations | 31 | $78,452,282 |
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