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MODERN PORTFOLIO CONSULTANTS, LLC
CRD 120846 · SEC 801-61244
4850 TAMIAMI TRAIL N., 301, NAPLES, FL, 34103, United States
Phone
2393596400
Fax
2393596401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Pension consultingSelection of other advisersINVESTMENT CONSULTING SERVICES
States served
FL
Official SEC filing: View on IAPD