MODERN PORTFOLIO CONSULTANTS, LLC

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

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 Status	Approved
Firm CRD#	120846
SEC#	801-61244
Assets Managed by Firm	$1,023,388,263
No. of Clients	8
No. of Advisors	2

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 Clients	AUM
Firm Total	8	$1,023,388,263

More Retirement Planning firms in Naples, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Naples, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.