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MODERNIST FINANCIAL, LLC

CRD 217511 · SEC 801-135464

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707 SW WASHINGTON STREET, SUITE 910, PORTLAND, OR, 97205, United States

Phone

(971) 544-7417

Fax

(971) 808-0003

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$113.3M

Discretionary AUM

$113.3M

Team

5 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals9$5.7M
High net worth individuals39$107.6M

States served

OR, NH

All web addresses on file

Official SEC filing: View on IAPD