Form D Explorer

MODERN PORTFOLIO MANAGEMENT INC

SEC file number 801-50488 · HOLLAND, OH
https://modernportfolio.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$795M
Discretionary AUM
$335.9M
Employees
20
Clients
21

Firm

Address
7429 INTERNATIONAL DRIVE
HOLLAND, OH 43528-8623
Phone
—
Website
https://modernportfolio.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)