Modified Investments
RIAState Registered
Total AUM
$10.1M
Discretionary
$10.1M
100% of AUM
Avg account
$458K
Accounts
22
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324512
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI99.78%
- Individuals0.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Modified Investments is an independent, Florida-registered LLC that provides portfolio management primarily to individuals, families and small businesses. The firm operates on a fee model that combines a percentage-of-AUM charge with the option for performance-based fees, and it identifies its owner structure as a mix of a domestic entity and an individual. Its advisory activity is focused on direct portfolio management rather than pension consulting, multi-state advisory or ESG-driven mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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