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Building 2MODERN PORTFOLIO CONSULTANTS, LLC

Map pinNAPLES, FL
Phone2393596400
NotebookSEC #801-61244
Total AUM
$1.2B
Employees
3
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4850 TAMIAMI TRAIL N.
301
NAPLES
FL 34103
United States
Operating Hours
MODERN PORTFOLIO CONSULTANTS L
Monday - Friday
Phone
2393596400

ReceiptFinancials

Total AUM
$1.2B
Accounts
9
Discretionary
$0
Accounts
0
Non-Discretionary
$1.2B
Accounts
9

ContactClients

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Other Clients
9
AUM
$1.2B
Description of Other Clients
RELIGIOUS ORGANIZATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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

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