MOODY ALDRICH PARTNERS, LLC

18 Sewall Street
Marblehead, Massachusetts 01945
Tel: 781-639-2750

About MOODY ALDRICH PARTNERS, LLC

MOODY ALDRICH PARTNERS, LLC, formally registered with the SEC as MOODY ALDRICH PARTNERS, LLC. The firm was established in 09/16/1988. They have over 4 offices throughout the country.

MOODY ALDRICH PARTNERS, LLC is a Marblehead, Massachusetts based Financial Planning firm with nearly $802,328,234 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106920
SEC#	801-32888
Assets Managed by Firm	$802,328,234
No. of Clients	433
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	433	$802,328,234
Individuals (other than high net worth individuals)	19	$7,375,202
High net worth individuals	86	$133,459,582
Pension and profit sharing plans	4	$4,907,086
Charitable organizations	6	$38,884,559
Corporations or other businesses	2	$19,130,658

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