Overview
Assets Under Management: $377 million
Headquarters: ROCK ISLAND, IL
High-Net-Worth Clients: 49
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,298
Non-Discretionary Accounts: 2,298
Regulatory Filings
CRD Number: 112630
Filing ID: 1995978
Last Filing Date: 2025-06-05 11:01:00
Website: https://modern-woodmen.org