Modern Assets, LLC

Overview

Modern Assets, LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements, and the firm identifies as an active ESG investor, incorporating environmental, social, or governance considerations into its investment process. Modern Assets does not operate as a capital allocator and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices