MODUS ADVISORS, LLC

23505 Smithtown Road
Suite 290
Excelsior, Minnesota 55331
Tel: (952) 946-1000

About MODUS ADVISORS, LLC

MODUS ADVISORS, LLC, formally registered with the SEC as MODUS ADVISORS, LLC. The firm was established in 03/01/2018. They have over 1 offices throughout the country.

MODUS ADVISORS, LLC is a Excelsior, Minnesota based Financial Planning firm with nearly $432,365,232 assets under management, offering retirement planning & investment advisory services to 1339 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291204
SEC#	801-112534
Assets Managed by Firm	$432,365,232
No. of Clients	1339
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1339	$432,365,232
Individuals (other than high net worth individuals)	184	$60,562,092
High net worth individuals	133	$371,803,140

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U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
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