Tech stack
No one at Moody Aldrich Partners, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Goldman Sachs
Per Form ADV · $133M held · filed Sep 2024
State Street
Per Form ADV · $67M held · filed Sep 2024
Schwab
Per Form ADV · $63M held · filed Sep 2024
J.P. Morgan
Per Form ADV · $61M held · filed Sep 2024
G
Glenmede Trust Company
Per Form ADV · $59M held · filed Sep 2024
Northern Trust
Per Form ADV · $57M held · filed Sep 2024
Fidelity
Per Form ADV · $54M held · filed Sep 2024