RIA Intel›Advisers›Colorado›MODERN FINANCIAL ASSET MANAGEMENT, LLC

MODERN FINANCIAL ASSET MANAGEMENT, LLC

Advisory

MONUMENT, CO

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CO

#716

of 720 advisers by AUM

Average account

$101K

across 348 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

153 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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