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MOODY ALDRICH PARTNERS, LLC

MARBLEHEAD, MA · CRD 106920 · IAPD ↗ · 781-639-2750

$864.3MRegulatory AUM
7Advisory reps
14Employees
6Clients
n/aPlanning clients
3Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2024 — MOODY ALDRICH PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.