|
⚲
|
| Keyboard |
| Moody Lynn Lieberson & Walker LLC
✚
|
|
|---|---|
| CRD # | 283549 |
| SEC # | 801-107685 |
| CIK # | 0000938592 |
| AUM | 2,410.6 M (2026-03-25) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-973-0590 |
| Address | One Beacon Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 137.6 | ||
| Nvidia Corp | 126.9 | ||
| Broadcom Inc | 116.4 | ||
| Lilly Eli & Co | 97.4 | ||
| Apple Inc | 81.7 | ||
| Microsoft Corp | 69.5 | ||
| J P Morgan Chase & Co | 64.1 | ||
| Amazon Com Inc | 59.9 | ||
| GE Vernova Inc | 58.7 | ||
| SPDR Gold Trust | 55.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | India Wharf LP | 2011-12-14 | 13.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 503 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.1 |
| (h) Charitable organizations | 33 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,056 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,056 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,056 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,056 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000938592] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Manitou Investment Management Ltd
✚
|
2,422.3 M | |
|
Traynor Capital Management Inc
✚
|
PA | 2,420.6 M |
|
Meritage Portfolio Management Inc
✚
|
KS | 2,416.7 M |
|
Wealth Architects LLC
✚
|
CA | 2,415.2 M |
|
Sarofim International Management Company LLC
✚
|
TX | 2,411.4 M |
|
Sentry Advisors LLC
✚
|
CA | 2,409.0 M |
|
Sandhill Capital Partners LLC
✚
|
NY | 2,404.2 M |
|
Stonebridge Financial Group LLC
✚
|
MO | 2,398.2 M |
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 2,394.8 M |
|
Capital Investment Advisory Services LLC
✚
|
NC | 2,393.6 M |