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MOODY, LYNN, LIEBERSON & WALKER, LLC
CRD 283549 · SEC 801-107685
ONE BEACON STREET, BOSTON, MA, 02108, United States
Phone
617-973-0590
Fax
617-371-2610
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.41B
Discretionary AUM
$2.41B
Team
14 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 503 | $2.15B |
| Pooled investment vehicles | 1 | $13.3M |
| Pension/profit sharing plans | 13 | $124.8M |
| Charitable organizations | 33 | $126.9M |
States served
VT, CA, CO, GA, LA, ME, MD, MA, NJ, NY, PA, RI, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD