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MODERN PORTFOLIO CONSULTANTS, LLC
Tel: 2393596400
4850 Tamiami Trail N. 301
Naples, Florida 34103
MODERN PORTFOLIO CONSULTANTS, LLC
MODERN PORTFOLIO CONSULTANTS, LLC is a Naples, Florida based financial advisory firm with nearly $1,023,388,263 in assets under management and provides investment advisory services for 8 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Pesnsion consulting services , Selection for other advisors , Other (INVESTMENT CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
120846
SEC#:
801-61244
No. of Clients:
8
Assets under Management
$1,023,388,263
No. of Advisors:
2
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