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MODERN PORTFOLIO CONSULTANTS, LLC

4850 Tamiami Trail N.
301
Naples, Florida 34103
Tel: 2393596400

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About MODERN PORTFOLIO CONSULTANTS, LLC

MODERN PORTFOLIO CONSULTANTS, LLC, formally registered with the SEC as MODERN PORTFOLIO CONSULTANTS, LLC. The firm was established in 06/10/2002. They have over 1 offices throughout the country.

MODERN PORTFOLIO CONSULTANTS, LLC is a Naples, Florida based Financial Planning firm with nearly $1,023,388,263 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#120846
SEC#801-61244
Assets Managed by Firm$1,023,388,263
No. of Clients8
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total8$1,023,388,263

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