Modern Portfolio Consultants LLC

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CAFR Data
Modern Portfolio Consultants LLC
CRD #120846
SEC #801-61244
CIK #
AUM $451.3 MM (0% Disc, 100% US)
Employees2 (50% Investors, 0% Brokers)
Phone805-370-5300
Address2750 Queens Garden Ct
Westlake Village, CA 91361
Source [IAPD] [Website]
Total AUM ($MM)
4553642731829102002200820142020
Comparable Firms State AUM ($BB)
Kenmar Investment Adviser LLC
NY 0.5
First National Bank of Omaha
NE 0.5
AGF Investments America Inc / Placements AGF Amrique Inc
0.5
UGVP Management LLC
NC 0.5
FAMA Investimentos LTDA
0.5
Destra Capital Advisors LLC
IL 0.5
BDT Investment Management Limited
0.4
Evnine-Vaughan Associates Inc
CA 0.4
Argus Management LLC
NY 0.4
Evolution Credit Partners Management LLC
MA 0.4
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