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MODUS ADVISORS, LLC
Tel: (952) 946-1000
23505 Smithtown Road Suite 290
Excelsior, Minnesota 55331
MODUS ADVISORS, LLC
MODUS ADVISORS, LLC is a Excelsior, Minnesota based financial advisory firm with nearly $432,365,232 in assets under management and provides investment advisory services for 1339 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
291204
SEC#:
801-112534
No. of Clients:
1339
Assets under Management
$432,365,232
No. of Advisors:
7
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