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| Keyboard |
| Modern Portfolio Management Inc
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|---|---|
| CRD # | 104926 |
| SEC # | 801-50488 |
| CIK # | |
| AUM | 1,038.6 M (2026-05-14) |
| Employees | 18 (100% Investors, 6% Brokers) |
| Phone | 419-861-1400 |
| Address | 7429 International Drive Holland, OH 43528-8623 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 757 | 276.7 |
| (b) Individuals (high net worth individuals) | 337 | 707.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.3 |
| (h) Charitable organizations | 3 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 46.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,454 | 1,038.6 |
| By Discretionary | ||
| Discretionary | 1,037 | 443.6 |
| Non-Discretionary | 1,417 | 595.0 |
| Total | 2,454 | 1,038.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,038.6 | |
| Total | 2,454 | 1,038.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,118 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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VT | 1,060.9 M |
|
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Manchester Financial Inc
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CA | 1,046.2 M |
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TX | 1,045.2 M |
|
Walkner Condon Financial Advisors LLC
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|
WI | 1,031.2 M |
|
Asset Allocation Strategies LLC
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|
MI | 1,019.4 M |
|
Breakwater Capital Group
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|
NJ | 1,019.2 M |
|
Lafleur & Godfrey LLC
✚
|
MI | 1,016.4 M |