MOODY ALDRICH PARTNERS, LLC

MARBLEHEAD, Massachusetts·4 registered advisors·CRD# 106920

SEC# 801-328883781-639-2750

01

Firm Overview

AUM

$802M

Regulatory assets under management

Employees

16

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Retirement Planning Wealth Management Fee-Only Advisory

04

Advisors at MOODY ALDRICH PARTNERS, LLC

4 registered advisors

Amory Arnold Aldrich

MARBLEHEAD, Massachusetts

Daniel Brook Wanzenberg

MARBLEHEAD, Massachusetts

Michael Christopher Pierre

MARBLEHEAD, Massachusetts

Richard Joseph Bonzagni

MARBLEHEAD, Massachusetts

05

Office Locations

MARBLEHEAD, Massachusetts

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Data sourced from SEC Form ADV filings. MOODY ALDRICH PARTNERS, LLC (CRD# 106920) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.