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| Modern Portfolio Management Inc
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|
|---|---|
| CRD # | 104926 |
| SEC # | 801-50488 |
| CIK # | |
| AUM | $888.9 M (2025-05-22) |
| Employees | 20 (100% Investors, 5% Brokers) |
| Phone | 419-861-1400 |
| Address | 7429 International Drive Holland, OH 43528-8623 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 863 | 199.3 |
| (b) Individuals (high net worth individuals) | 285 | 595.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 92.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,435 | 888.9 |
| By Discretionary | ||
| Discretionary | 1,036 | 437.2 |
| Non-Discretionary | 1,399 | 451.6 |
| Total | 2,435 | 888.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 888.9 | |
| Total | 2,435 | 888.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Advisors LLC
✚
|
WA | 0.9 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.9 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.9 |
|
Fiduciary Experts LLC
✚
|
0.9 | |
|
Capsouth Partners Inc
✚
|
AL | 0.9 |
|
Navellier & Associates Inc
✚
|
NV | 0.9 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |