MODUS ADVISORS, LLC - Financial Advisor in Minnesota, Excelsior

Tel: (952) 946-1000 23505 Smithtown Road Suite 290 Excelsior, Minnesota 55331

About MODUS ADVISORS, LLC

MODUS ADVISORS, LLC is a Excelsior, Minnesota based financial advisory firm with nearly $432,365,232 in assets under management and provides investment advisory services for 1339 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

291204

Firm SEC#:

801-112534

Assets Under Management:

$432,365,232

No. of Clients:

1339

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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