|
⚲
|
| Modern Portfolio Management Inc
✚
|
|
|---|---|
| CRD # | 104926 |
| SEC # | 801-50488 |
| CIK # | |
| AUM | $665.0 MM (2023-03-31) |
| Employees | 20 (100% Investors, 5% Brokers) |
| Phone | 419-861-1400 |
| Address | 7429 International Drive Holland, OH 43528-8623 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 831 | 198.8 |
| (b) Individuals (high net worth individuals) | 259 | 450.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 11.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,483 | 665.0 |
| By Discretionary | ||
| Discretionary | 764 | 234.1 |
| Non-Discretionary | 1,719 | 430.9 |
| Total | 2,483 | 665.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.0 | |
| Total | 2,483 | 665.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alterna Wealth Management Inc
✚
|
TX | 0.7 |
|
Oak Root LLC
✚
|
CA | 0.7 |
|
Crumly and Associates Incorporated
✚
|
IL | 0.7 |
|
Syverson Strege & Company
✚
|
IA | 0.7 |
|
CCG Wealth Management LLC
✚
|
CA | 0.7 |
|
Family WMS LLC
✚
|
GA | 0.7 |
|
Smith Thornton Advisors LLC
✚
|
AL | 0.7 |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 0.7 |
|
Engrave Wealth Partners LLC
✚
|
TX | 0.7 |
|
Leisure Capital Management Inc
✚
|
CA | 0.7 |