Modified Investments
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 a small, SEC-registered limited liability company that provides portfolio management primarily to individuals and families, with some work for small businesses. The firm operates under a traditional AUM fee model augmented by the ability to charge performance-based fees. It identifies as a domestic-owner structure (both entity and individual ownership) and does not present itself as a multi-state adviser or an ESG-focused investor. The adviser’s stated advisory activity is portfolio management for individuals and small businesses.
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%
Contacts
1 of 1
Mark Merrill
Managing Partner, Portfolio ManagerCRD 7286043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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