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MOODY, LYNN, LIEBERSON & WALKER, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,410,564,401
Discretionary
$2,410,564,401
Non-discretionary
$0

Firm details

CRD number
283549
SEC file number
801-107685
Main office
BOSTON, MA, United States
Employees
14
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.