Overview
Assets Under Management: $2.2 billion
Headquarters: BOSTON, MA
Frequently Asked Questions
MOODY, LYNN, LIEBERSON & WALKER, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283549), MOODY, LYNN, LIEBERSON & WALKER, LLC is subject to fiduciary duty under federal law.
MOODY, LYNN, LIEBERSON & WALKER, LLC is headquartered in BOSTON, MA.
According to their SEC Form ADV, MOODY, LYNN, LIEBERSON & WALKER, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MOODY, LYNN, LIEBERSON & WALKER, LLC manages $2.2 billion in client assets according to their SEC filing dated April 02, 2025.
According to their SEC Form ADV, MOODY, LYNN, LIEBERSON & WALKER, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Total Client Accounts: 1,011
Discretionary Accounts: 1,011
Regulatory Filings
CRD Number: 283549
Filing ID: 1975815
Last Filing Date: 2025-04-02 13:33:00
Website: https://moodylynn.com