Overview
Assets Under Management: $6.1 billion
Headquarters: LENEXA, KS
High-Net-Worth Clients: 1,697
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,697
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 18,823
Discretionary Accounts: 18,732
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 324624
Filing ID: 1971897
Last Filing Date: 2025-03-28 14:54:00
Website: https://modwm.com