MOODY, LYNN, LIEBERSON & WALKER, LLC

other names
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Adviser Profile
As of Date 04/02/2025
Adviser Type - Large advisory firm
Number of Employees 14 16.67%
of those in investment advisory functions 8
Registration SEC, Approved, 04/21/2016
AUM* 2,189,108,008 41.79%
of that, discretionary 2,189,108,008 41.79%
Private Fund GAV* 14,368,607 8.51%
Avg Account Size 2,165,290 33.24%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 784M 523M 261M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$14,368,607

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Brochure Summary