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MODERN ASSET MANAGEMENT LLC
CRD 128768
1365 24TH AVENUE, SUITE 100, COLUMBUS, NE, 68601-1065, United States
Phone
402-563-3538
Fax
402-563-3530
Registration
— (—)
Source
State registered
Total AUM
$30.3M
Discretionary AUM
$30.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $30.2M |
| Corporations/business entities | 1 | $157K |
All web addresses on file
Official SEC filing: View on IAPD