Active
MOODY ALDRICH PARTNERS, LLC
Investment Advice|MARBLEHEAD, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$749M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 749.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106920 |
| SEC Number | 801-32888 |
| Street Address | 18 SEWALL STREET |
| Location | MARBLEHEAD, MA 01945 |
| Country | United States |
| Phone | 781-639-2750 |
| Fax | 781-639-2751 |
| Total Employees | 14 |
Client Count by Type (394 Total)
| Category | Value |
|---|---|
| Other | 278 |
| High Net Worth Individual… | 84 |
| Individuals (other than H… | 17 |
| Pooled Investment Vehicle… | 4 |
| Charitable Organizations | 4 |
| State/Municipal Govt Enti… | 3 |
| Pension/Profit Sharing Pl… | 2 |
| Insurance Companies | 1 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF AMESBURY
CITY OF BEVERLY
CITY OF GLOUCESTER
CITY OF LAWRENCE
CITY OF LYNN
CITY OF METHUEN
CITY OF SALEM
TOWN OF ANDOVER
TOWN OF BOXFORD
TOWN OF DANVERS
TOWN OF ESSEX
TOWN OF GEORGETOWN
TOWN OF GROVELAND
TOWN OF HAMILTON
TOWN OF IPSWICH
TOWN OF LYNNFIELD
TOWN OF MANCHESTER-BY-THE-SEA
TOWN OF MARBLEHEAD
TOWN OF MERRIMAC
TOWN OF MIDDLETON
CITY OF AMESBURY
CITY OF BEVERLY
CITY OF GLOUCESTER
CITY OF LAWRENCE
CITY OF LYNN
CITY OF METHUEN
CITY OF SALEM
TOWN OF ANDOVER
TOWN OF BOXFORD
TOWN OF DANVERS
TOWN OF ESSEX
TOWN OF GEORGETOWN
TOWN OF GROVELAND
TOWN OF HAMILTON
TOWN OF IPSWICH
TOWN OF LYNNFIELD
TOWN OF MANCHESTER-BY-THE-SEA
TOWN OF MARBLEHEAD
TOWN OF MERRIMAC
TOWN OF MIDDLETON
CITY OF AMESBURY
CITY OF BEVERLY
CITY OF GLOUCESTER
CITY OF LAWRENCE
CITY OF LYNN
CITY OF METHUEN
CITY OF SALEM
TOWN OF ANDOVER
TOWN OF BOXFORD
TOWN OF DANVERS
TOWN OF ESSEX
TOWN OF GEORGETOWN
TOWN OF GROVELAND
TOWN OF HAMILTON
TOWN OF IPSWICH
TOWN OF LYNNFIELD
TOWN OF MANCHESTER-BY-THE-SEA
TOWN OF MARBLEHEAD
TOWN OF MERRIMAC
TOWN OF MIDDLETON
Municipal Government
30 Active
30
Organizations
AMESBURY HOUSING AUTHORITY
ANDOVER HOUSING AUTHORITY
BEVERLY HOUSING AUTHORITY
BYFIELD WATER DISTRICT
CAPE ANN TRANSPORTATION AUTHORITY
DANVERS HOUSING AUTHORITY
ESSEX HOUSING AUTHORITY
FIRE DEPARTMENT
GEORGETOWN HOUSING AUTHORITY
GLOUCESTER HOUSING AUTHORITY
GREATER LAWRENCE SANITARY DISTRICT
GROVELAND HOUSING AUTHORITY
GROVELAND WATER AND SEWER COMMISSION
HAMILTON HOUSING AUTHORITY
HAVERHILL HOUSING AUTHORITY
IPSWICH HOUSING AUTHORITY
LYNNFIELD CENTER WATER DISTRICT
LYNNFIELD HOUSING AUTHORITY
LYNNFIELD WATER DISTRICT
LYNN HOUSING AUTHORITY
AMESBURY HOUSING AUTHORITY
ANDOVER HOUSING AUTHORITY
BEVERLY HOUSING AUTHORITY
BYFIELD WATER DISTRICT
CAPE ANN TRANSPORTATION AUTHORITY
DANVERS HOUSING AUTHORITY
ESSEX HOUSING AUTHORITY
FIRE DEPARTMENT
GEORGETOWN HOUSING AUTHORITY
GLOUCESTER HOUSING AUTHORITY
GREATER LAWRENCE SANITARY DISTRICT
GROVELAND HOUSING AUTHORITY
GROVELAND WATER AND SEWER COMMISSION
HAMILTON HOUSING AUTHORITY
HAVERHILL HOUSING AUTHORITY
IPSWICH HOUSING AUTHORITY
LYNNFIELD CENTER WATER DISTRICT
LYNNFIELD HOUSING AUTHORITY
LYNNFIELD WATER DISTRICT
LYNN HOUSING AUTHORITY
AMESBURY HOUSING AUTHORITY
ANDOVER HOUSING AUTHORITY
BEVERLY HOUSING AUTHORITY
BYFIELD WATER DISTRICT
CAPE ANN TRANSPORTATION AUTHORITY
DANVERS HOUSING AUTHORITY
ESSEX HOUSING AUTHORITY
FIRE DEPARTMENT
GEORGETOWN HOUSING AUTHORITY
GLOUCESTER HOUSING AUTHORITY
GREATER LAWRENCE SANITARY DISTRICT
GROVELAND HOUSING AUTHORITY
GROVELAND WATER AND SEWER COMMISSION
HAMILTON HOUSING AUTHORITY
HAVERHILL HOUSING AUTHORITY
IPSWICH HOUSING AUTHORITY
LYNNFIELD CENTER WATER DISTRICT
LYNNFIELD HOUSING AUTHORITY
LYNNFIELD WATER DISTRICT
LYNN HOUSING AUTHORITY
Special District
44 Active
44
Organizations
AMESBURY PUBLIC SCHOOLS
ANDOVER TOWN SCHS
BEVERLY CITY SCH
BOXFORD TOWN SCHOOL
CITY OF NEWBURYPORT
CITY OF PEABODY
COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES & TRAINING
DANVERS TOWN SCH
ESSEX NORTH SHORE AGRICULTURAL AND TECHNICAL SCHOOL DISTRICT
GEORGETOWN TOWN SCHS
GLOUCESTER PUBLIC SCH
GREATER LAWRENCE REG VOC TECH
HAMILTON-WENHAM REG SCHOOL DIST
HAVERHILL CITY SCH
HAVERHILL PUBLIC SCHOOLS
HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL
IPSWICH TOWN SCHS
LYNN CITY SCH
LYNNFIELD PUBLIC SCHOOLS
MANCHESTER ESSEX REGIONAL SCHOOL DISTRICT
AMESBURY PUBLIC SCHOOLS
ANDOVER TOWN SCHS
BEVERLY CITY SCH
BOXFORD TOWN SCHOOL
CITY OF NEWBURYPORT
CITY OF PEABODY
COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES & TRAINING
DANVERS TOWN SCH
ESSEX NORTH SHORE AGRICULTURAL AND TECHNICAL SCHOOL DISTRICT
GEORGETOWN TOWN SCHS
GLOUCESTER PUBLIC SCH
GREATER LAWRENCE REG VOC TECH
HAMILTON-WENHAM REG SCHOOL DIST
HAVERHILL CITY SCH
HAVERHILL PUBLIC SCHOOLS
HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL
IPSWICH TOWN SCHS
LYNN CITY SCH
LYNNFIELD PUBLIC SCHOOLS
MANCHESTER ESSEX REGIONAL SCHOOL DISTRICT
AMESBURY PUBLIC SCHOOLS
ANDOVER TOWN SCHS
BEVERLY CITY SCH
BOXFORD TOWN SCHOOL
CITY OF NEWBURYPORT
CITY OF PEABODY
COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES & TRAINING
DANVERS TOWN SCH
ESSEX NORTH SHORE AGRICULTURAL AND TECHNICAL SCHOOL DISTRICT
GEORGETOWN TOWN SCHS
GLOUCESTER PUBLIC SCH
GREATER LAWRENCE REG VOC TECH
HAMILTON-WENHAM REG SCHOOL DIST
HAVERHILL CITY SCH
HAVERHILL PUBLIC SCHOOLS
HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL
IPSWICH TOWN SCHS
LYNN CITY SCH
LYNNFIELD PUBLIC SCHOOLS
MANCHESTER ESSEX REGIONAL SCHOOL DISTRICT
School District
37 Active
37
Organizations
01908 Incorporated
1011 FIDELITY
107TH RC FLYERS
10 ELM FOUNDATION INC
110 INC
154 NOR'EAST CHAPTER OF TROUT UNLIMITED
1728 CLUB OF MIDDLETON INC
1RACE ROOTING ACTION TO CULTIVATE EQUALITY INC
1ST SPORTS FOUNDATION LTD
211 BRIDGE STREET CORPORATION
21st CENT GLOBAL AWAKENING MINISTRIES INTERNATIONAL INC
2213 SALEM CHAPTER WOMEN OF THE MOOSE
263 NEWBURYPORT TEACHERS ASSOCIATIO
305TH BOMBARDMENT GROUP H MEMORIAL ASSOCIATION
34 PEABODY STREET INC
39 Quascacunquen Lodge Independent Order
411 CARES INC
437 ESSEX INC
4414 FUND THE JEFF STONE FOUNDATION
470 PRODUCTIONS INC
01908 Incorporated
1011 FIDELITY
107TH RC FLYERS
10 ELM FOUNDATION INC
110 INC
154 NOR'EAST CHAPTER OF TROUT UNLIMITED
1728 CLUB OF MIDDLETON INC
1RACE ROOTING ACTION TO CULTIVATE EQUALITY INC
1ST SPORTS FOUNDATION LTD
211 BRIDGE STREET CORPORATION
21st CENT GLOBAL AWAKENING MINISTRIES INTERNATIONAL INC
2213 SALEM CHAPTER WOMEN OF THE MOOSE
263 NEWBURYPORT TEACHERS ASSOCIATIO
305TH BOMBARDMENT GROUP H MEMORIAL ASSOCIATION
34 PEABODY STREET INC
39 Quascacunquen Lodge Independent Order
411 CARES INC
437 ESSEX INC
4414 FUND THE JEFF STONE FOUNDATION
470 PRODUCTIONS INC
01908 Incorporated
1011 FIDELITY
107TH RC FLYERS
10 ELM FOUNDATION INC
110 INC
154 NOR'EAST CHAPTER OF TROUT UNLIMITED
1728 CLUB OF MIDDLETON INC
1RACE ROOTING ACTION TO CULTIVATE EQUALITY INC
1ST SPORTS FOUNDATION LTD
211 BRIDGE STREET CORPORATION
21st CENT GLOBAL AWAKENING MINISTRIES INTERNATIONAL INC
2213 SALEM CHAPTER WOMEN OF THE MOOSE
263 NEWBURYPORT TEACHERS ASSOCIATIO
305TH BOMBARDMENT GROUP H MEMORIAL ASSOCIATION
34 PEABODY STREET INC
39 Quascacunquen Lodge Independent Order
411 CARES INC
437 ESSEX INC
4414 FUND THE JEFF STONE FOUNDATION
470 PRODUCTIONS INC
Nonprofit Organization
4403 Active
4403
Organizations
Community Partners161 organizations
CITY OF LAWRENCE
Municipal Government·LAWRENCE
CITY OF LYNN
Municipal Government·LYNN
CITY OF SALEM
Municipal Government·SALEM
TOWN OF BOXFORD
Municipal Government·BOXFORD
TOWN OF DANVERS
Municipal Government·DANVERS
TOWN OF ESSEX
Municipal Government·ESSEX
TOWN OF HAMILTON
Municipal Government·SOUTH HAMILTON
TOWN OF IPSWICH
Municipal Government·IPSWICH
TOWN OF LYNNFIELD
Municipal Government·LYNNFIELD
TOWN OF MIDDLETON
Municipal Government·MIDDLETON
TOWN OF NAHANT
Municipal Government·NAHANT
TOWN OF NEWBURY
Municipal Government·BYFIELD
TOWN OF ROCKPORT
Municipal Government·ROCKPORT
TOWN OF SAUGUS
Municipal Government·SAUGUS
TOWN OF WENHAM
Municipal Government·WENHAM
TOWN OF WEST NEWBURY
Municipal Government·WEST NEWBURY
AMESBURY HOUSING AUTHORITY
Special District·AMESBURY
BEVERLY HOUSING AUTHORITY
Special District·BEVERLY
BYFIELD WATER DISTRICT
Special District·BYFIELD
DANVERS HOUSING AUTHORITY
Special District·DANVERS
ESSEX HOUSING AUTHORITY
Special District·ESSEX
FIRE DEPARTMENT
Special District·HAVERHILL
GEORGETOWN HOUSING AUTHORITY
Special District·GEORGETOWN
GLOUCESTER HOUSING AUTHORITY
Special District·GLOUCESTER
GROVELAND HOUSING AUTHORITY
Special District·GROVELAND
HAMILTON HOUSING AUTHORITY
Special District·SOUTH HAMILTON
HAVERHILL HOUSING AUTHORITY
Special District·HAVERHILL
IPSWICH HOUSING AUTHORITY
Special District·IPSWICH
LYNNFIELD CENTER WATER DISTRICT
Special District·LYNNFIELD
LYNNFIELD HOUSING AUTHORITY
Special District·LYNNFIELD
LYNNFIELD WATER DISTRICT
Special District·LYNNFIELD
LYNN WATER AND SEWER COMMISSION
Special District·LYNN
MANCHESTER HOUSING AUTHORITY
Special District·MANCHESTER
MARBLEHEAD HOUSING AUTHORITY
Special District·MARBLEHEAD
MARBLEHEAD WATER AND SEWER COMMISSION
Special District·MARBLEHEAD
MERRIMAC HOUSING AUTHORITY
Special District·MERRIMAC
MERRIMACK VALLEY PLANNING COMMISSION
Special District·HAVERHILL
METHUEN HOUSING AUTHORITY
Special District·METHUEN
MIDDLETON HOUSING AUTHORITY
Special District·MIDDLETON
NAHANT HOUSING AUTHORITY
Special District·NAHANT
NEWBURYPORT HOUSING AUTHORITY
Special District·NEWBURYPORT
PEABODY CITY OF BUSINESS ONLY
Special District·PEABODY
PEABODY HOUSING AUTHORITY
Special District·PEABODY
ROCKPORT HOUSING AUTHORITY
Special District·ROCKPORT
ROWLEY HOUSING AUTHORITY
Special District·ROWLEY
SALEM AND BEVERLY WATER SUPPLY BOARD
Special District·BEVERLY
SALEM HOUSING AUTHORITY
Special District·SALEM
SAUGUS HOUSING AUTHORITY
Special District·SAUGUS
SOUTH ESSEX SEWERAGE DISTRICT
Special District·SALEM
SWAMPSCOTT HOUSING AUTHORITY
Special District·SWAMPSCOTT
TOPSFIELD HOUSING AUTHORITY
Special District·TOPSFIELD
WENHAM HOUSING AUTHORITY
Special District·WENHAM
WEST NEWBURY HOUSING AUTHORITY
Special District·WEST NEWBURY
COLLABORATIVE FOR REGIONAL EDUCATIONAL SERVICES & TRAINING
School District·ANDOVER
HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL
School District·HAVERHILL
MARBLEHEAD TOWN SCHS
School District·MARBLEHEAD
MIDDLETON TOWN SCHS
School District·BOXFORD
ROCKPORT PUBLIC SCHS
School District·ROCKPORT
01908 Incorporated
Nonprofit Organization·Nahant
1011 FIDELITY
Nonprofit Organization·Danvers
107TH RC FLYERS
Nonprofit Organization·saugus
10 ELM FOUNDATION INC
Nonprofit Organization·BOXFORD
110 INC
Nonprofit Organization·WENHAM
154 NOR'EAST CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·NEWBURYPORT
1728 CLUB OF MIDDLETON INC
Nonprofit Organization·MIDDLETON
1RACE ROOTING ACTION TO CULTIVATE EQUALITY INC
Nonprofit Organization·Salem
1ST SPORTS FOUNDATION LTD
Nonprofit Organization·DANVERS
211 BRIDGE STREET CORPORATION
Nonprofit Organization·SALEM
21st CENT GLOBAL AWAKENING MINISTRIES INTERNATIONAL INC
Nonprofit Organization·Saugus
2213 SALEM CHAPTER WOMEN OF THE MOOSE
Nonprofit Organization·Salem
263 NEWBURYPORT TEACHERS ASSOCIATIO
Nonprofit Organization·NEWBURYPORT
305TH BOMBARDMENT GROUP H MEMORIAL ASSOCIATION
Nonprofit Organization·Beverly
34 PEABODY STREET INC
Nonprofit Organization·SALEM
39 Quascacunquen Lodge Independent Order
Nonprofit Organization·Newburyport
411 CARES INC
Nonprofit Organization·HAVERHILL
437 ESSEX INC
Nonprofit Organization·BEVERLY
4414 FUND THE JEFF STONE FOUNDATION
Nonprofit Organization·Newburyport
470 PRODUCTIONS INC
Nonprofit Organization·Gloucester
5G ACTION NOW INC
Nonprofit Organization·BEVERLY
617 ROCKS FOUNDATION INC
Nonprofit Organization·ANDOVER
90 HIGH ROCK STREET LLC
Nonprofit Organization·LYNN
A3D INCORPORATED
Nonprofit Organization·SALEM
AAPPM NEW PRACTITIONERS INSTITUTE INC
Nonprofit Organization·MIDDLETON
AARON RIOS MINISTRIES INC
Nonprofit Organization·Salem
AARONS PRESENTS INC
Nonprofit Organization·ANDOVER
AATS FOUNDATION
Nonprofit Organization·BEVERLY
ABARE FOUNDATION 777 INC
Nonprofit Organization·METHUEN
ABBEY CHURCH ESSENE
Nonprofit Organization·Merrimac
ABBOT PUBLIC LIBRARY FOUNDATION INC
Nonprofit Organization·MARBLEHEAD
ABBOT PUBLIC LIBRARY SECOND CENTURY FUND
Nonprofit Organization·MARBLEHEAD
ABC MASCONOMET INC
Nonprofit Organization·Topsfield
ABICLINIC CORPORATION
Nonprofit Organization·LYNN
ABIOMED CHARITABLE FOUNDATION INC
Nonprofit Organization·Danvers
ABLED ADVOCACY
Nonprofit Organization·Methuen
Able Heart Studio Inc
Nonprofit Organization·Amesbury
ABRAHAM KAPLAN CHARITABLE FOUNDATION
Nonprofit Organization·MARBLEHEAD
ACADEMIC BASKETBALL AWARENESS
Nonprofit Organization·Methuen
ACCESS FOR OPPORTUNITY
Nonprofit Organization·Salisbury
ACCREDITATION COMMISSION FOR HOMEOPATHIC
Nonprofit Organization·SWAMPSCOTT
ACHAS FOUNDATION INC
Nonprofit Organization·Lynn
A.C.O.R.D. INC
Nonprofit Organization·SOUTH HAMILTON
ACORD INC
Nonprofit Organization·SOUTH HAMILTON
ACTION INNOVATION NETWORK, INC
Nonprofit Organization·BEVERLY
ACTIVE HEALING INC
Nonprofit Organization·BEVERLY
ACTORS STUDIO OF NEWBURYPORT INC
Nonprofit Organization·SALISBURY
ACUPUNCTURE SOCIETY OF MASSACHUSETTS INC
Nonprofit Organization·Beverly
ADAM L SLAVEN SCHOLARSHIP FUND
Nonprofit Organization·Peabody
ADAPTIVELY ABLED AMPUTEES
Nonprofit Organization·beverly