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MOODY ALDRICH PARTNERS, LLC
MOODY ALDRICH PARTNERS, LLC
MARBLEHEAD, Massachusetts
·
10 registered advisors
·
CRD# 106920
SEC# 801-32888
3
781-639-2750
01
Firm Overview
AUM
$802M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
10
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
10 registered advisors
Amanda Mw Velluto
MARBLEHEAD, Massachusetts
CRD# 6660682
Amory Arnold Aldrich
MARBLEHEAD, Massachusetts
CRD# 4562329
Daniel Brook Wanzenberg
MARBLEHEAD, Massachusetts
CRD# 2524671
Joan Marie Asher
MARBLEHEAD, Massachusetts
CRD# 2418509
Michael Christopher Pierre
MARBLEHEAD, Massachusetts
CRD# 2217575
Philippe Louis Rolland
MARBLEHEAD, Massachusetts
CRD# 7352424
Richard Joseph Bonzagni
MARBLEHEAD, Massachusetts
CRD# 4328310
Robert Charles Barringer
MARBLEHEAD, Massachusetts
CRD# 1357412
Scott Michael Spangler
MARBLEHEAD, Massachusetts
CRD# 5284192
Timothy J Ehrman
MARBLEHEAD, Massachusetts
CRD# 4664344
05
Office Locations
MARBLEHEAD, Massachusetts
10 advisors
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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
.