Modera is a fee-only financial planning and consulting firm offering investment management, estate planning, risk management, tax strategy, and retirement planning. The firm has billions in assets under management and serves individuals as well as high-net-worth individuals. It also works with institutional clients, including pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and other corporations1.
Public regulatory records matched to Modera Wealth Management from SEC and IRS filings.
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Modera Wealth Management is a wealth manager based in McLean, United States, managing approximately $4.4B in assets.
Modera Wealth Management is headquartered in McLean, United States.
Modera Wealth Management manages approximately $4.4B in assets under management.
Modera Wealth Management focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital, Real Estate - General, Debt Management, Equity/Mutual Funds, ETFs.
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