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Building 2MODERNIST FINANCIAL, LLC

Map pinPORTLAND, OR
Phone(971) 544-7417
NotebookSEC #801-135464
Total AUM
$113.3M
Employees
5
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
707 SW WASHINGTON STREET
SUITE 910
PORTLAND
OR 97205
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(971) 544-7417

ReceiptFinancials

Total AUM
$113.3M
Accounts
264
Discretionary
$113.3M
Accounts
264
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$5.7M
HNW Individual Clients
39
AUM
$107.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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

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