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Modern Portfolio Management Inc

● SEC registered since 1995CRD 104926SEC# 801-50488Holland, OH
Export (members)
Reg. AUM
$888.9M
Employees
20
Accounts
2,435
Location
Holland, OH

Modern Portfolio Management Inc assets under management

Modern Portfolio Management Inc operates as an SEC-registered investment adviser based in Holland, OH. The firm has been registered since 1995. It reports $888.9 million in regulatory assets under management and employs 20 people.

Modern Portfolio Management Inc owners & executives

7 reported
NameTitleOwnershipSince
Bryan Frederick Ohm ControlFounding Partner & Co-President10-25%2009
Chelsea Ohm Heintschel ControlPartner, Vice President, Chief Operating Officer & Secretary10-25%2016
Christine Elevich Ohm ControlChief Compliance OfficerUnder 5%2013
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Frequently asked questions

How much does Modern Portfolio Management Inc manage?

Modern Portfolio Management Inc reports $888.9 million in regulatory assets under management on its Form ADV.

How many employees does Modern Portfolio Management Inc have?

Modern Portfolio Management Inc reports 20 employees.

Where is Modern Portfolio Management Inc located?

Modern Portfolio Management Inc is based in Holland, OH and has been SEC-registered since 1995.

Does Modern Portfolio Management Inc disclose fund performance?

Modern Portfolio Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7429 International Drive, Suite a, Holland, OH 43528-8623
Phone419-861-1400
Fax419-861-1450
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$437.2M
Non-discretionary$451.6M
Total (RAUM)$888.9M