RIA Intel›Advisers›Nebraska›MODERN PORTFOLIO CONSULTANTS COMPANY

MODERN PORTFOLIO CONSULTANTS COMPANY

Advisory

N·OMAHA, NE

Data as of Mar 10, 2017 · Source: SEC Form ADV

Total AUM
$7M
1-Year AUM Growth
+21.9%
3-Year CAGR
+23.5%
Employees
3
Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingJul 7, 2009
Latest FilingMar 10, 2017
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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