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Building 2MODERN CAPITAL MANAGEMENT, CO.

Map pinMT PLEASANT, SC
Phone843-892-0244
NotebookSEC #801-117876
Total AUM
$90.7M
Employees
6
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 PORT CITY LANDING
SUITE 110
MT PLEASANT
SC 29464
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
843-892-0244
Other Offices
3

ReceiptFinancials

Total AUM
$90.7M
Accounts
25
Discretionary
$87.3M
Accounts
20
Non-Discretionary
$3.3M
Accounts
5

ContactClients

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Individual Clients
1
AUM
$3.3M
Banking Clients
12
AUM
$9.2M
Investment Company Clients
1
AUM
$76.1M
Corporation or Business Clients
8
AUM
$2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMESC

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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