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MODERN PORTFOLIO CONSULTANTS, LLC

NAPLES, FL · CRD 120846 · IAPD ↗ · 2393596400

$1.20BRegulatory AUM
2Advisory reps
3Employees
9Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2024 — MODERN PORTFOLIO CONSULTANTS, LLC crossed $1B in regulatory AUM ($970.3M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.