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MODUS ADVISORS, LLC
CRD 291204 · SEC 801-112534
23505 SMITHTOWN ROAD, SUITE 290, EXCELSIOR, MN, 55331, United States
Phone
(952) 946-1000
Fax
(952) 946-1010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$601.1M
Discretionary AUM
$592.8M
Team
8 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $74.1M |
| High net worth individuals | 162 | $527.0M |
| Pension/profit sharing plans | 1 | $0 |
States served
AZ, MN, NE, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD