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MODERN FINANCIAL
MODERN FINANCIAL ASSET MANAGEMENT, LLC
CRD 317409
16055 OLD FOREST PT, SUITE 130-A, MONUMENT, CO, 80132, United States
Phone
808-341-0103
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$35.0M
Team
3 total employees; 3 advisory reps; 16 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PLATFORM FEES
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $21.1M |
| High net worth individuals | 9 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD