SEC Form ADV

MODERN PORTFOLIO CONSULTANTS, LLC

Firm profile: Modern Portfolio Consultants — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$1.2B
Assets Under Management
9
Total Clients
3
Employees
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Registration Details

Accession
CRD-120846
Location
NAPLES, FL
Filing Date
March 26, 2026
AUM
$1.2B
Total Clients
9
Employees
3
Amendment
No

Client Types

Other

About this Adviser

MODERN PORTFOLIO CONSULTANTS, LLC is a registered investment adviser headquartered in NAPLES, FL, managing approximately $1.2B in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.