4850 Tamiami Trail N.
301
Naples, Florida 34103
Tel: 2393596400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 120846 |
SEC# | 801-61244 |
Assets Managed by Firm | $1,023,388,263 |
No. of Clients | 8 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8 | $1,023,388,263 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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