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Building 2MODERN CAPITAL GROUP LLC

Map pin
Phone212-531-5600
NotebookSEC #801-80501
Total AUM
$42.5M
Employees
2
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
212-531-5600
Other Offices
2

ReceiptFinancials

Total AUM
$42.5M
Accounts
52
Discretionary
$42.5M
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$3.3M
HNW Individual Clients
16
AUM
$39.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOLAMNNYTX

HandshakeAffiliates

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

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