| Name | Title | Ownership | Since |
|---|---|---|---|
| David John Deluccia Control | President/Chief Compliance Officer | 50-75% | 2002 |
| Jodi Lynn Deluccia Control | Chief Financial Officer | 50-75% | 2002 |
Modern Portfolio Consultants, LLC reports $1 billion in regulatory assets under management on its Form ADV.
Modern Portfolio Consultants, LLC reports 2 employees.
Modern Portfolio Consultants, LLC is based in Naples, FL and has been SEC-registered since 2002.
Modern Portfolio Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4850 Tamiami Trail N., 301, Naples, FL 34103 |
| Phone | 2393596400 |
| Fax | 2393596401 |
| Office hours | Modern Portfolio Consultants L |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $1.02B |
| Total (RAUM) | $1.02B |