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MODELIST

MODELIST INC.

CRD 327365

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

3 total employees; 3 advisory reps; 13 broker-dealer reps

Clients

—

Fees

Percentage of AUM; RESEARCH SUBSCRIPTION FEE

Org form

Corporation

Filing date

2026-04-17

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (institutions)RESEARCH SUBSCRIPTION FEE

Client types

TypeClientsAUM
Pension/profit sharing plans1$0
Corporations/business entities1$0

All web addresses on file

Official SEC filing: View on IAPD