Overview
Assets Under Management: $283 million
High-Net-Worth Clients: 41
Average Client Assets: $5.1 million
Frequently Asked Questions
MODUM ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316200), MODUM ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
MODUM ASSET MANAGEMENT LLC serves 41 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MODUM ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MODUM ASSET MANAGEMENT LLC manages $283 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MODUM ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.40%
Average Client Assets: $5.1 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 316200
Filing ID: 2057113
Last Filing Date: 2026-03-30 20:47:35