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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