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Moody Lynn & Co (Boston)


Moody Lynn & Co is a large advisory firm based in Boston. It manages $856.9 million of regulatory assets for 536 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 11 other states.

Moody Lynn & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moody Lynn &: assets under management

The assets under management (AUM) of Moody Lynn & Co is $856.9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $856.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Moody Lynn & Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Macleod Moody Equity ownner 1 Dec 2000 50% - 75% 718398
Martin Worthington Lynn Equity owner 1 Dec 2000 25% - 50% 847053

Based in Boston

The principal office where Moody Lynn & Co performs its advisory services is located at One Boston Place 40 Th Floor, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-973-0590 or by fax 617-371-2610. The normal business hours are 9am - 6pm on Monday - Friday.


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