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Building 2MODUS ADVISORS, LLC

Map pinEXCELSIOR, MN
Phone(952) 946-1000
NotebookSEC #801-112534
Total AUM
$601.1M
Employees
8
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23505 SMITHTOWN ROAD
SUITE 290
EXCELSIOR
MN 55331
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(952) 946-1000

ReceiptFinancials

Total AUM
$601.1M
Accounts
1,500
Discretionary
$592.8M
Accounts
1,359
Non-Discretionary
$8.3M
Accounts
141

ContactClients

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Individual Clients
184
AUM
$74.1M
HNW Individual Clients
162
AUM
$527M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMNNETXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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