Modus Advisors, LLC

● SEC registered since 2018CRD 291204SEC# 801-112534Excelsior, MN

Export (members)

Reg. AUM

$514M

Employees

Accounts

1,417

Location

Excelsior, MN

Modus Advisors, LLC assets under management

Modus Advisors, LLC is an SEC-registered investment adviser based in Excelsior, MN. The firm has been registered since 2018. It reports $514 million in regulatory assets under management and employs 7 people.

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Modus Advisors, LLC owners & executives

4 reported

Name	Title	Ownership	Since
Kari Kristine Haanstad	Member & Chief Investment Officer	25-50%	2017
Margaret Leigh Swanson	Member	5-10%	2024
Peter Michael Weiss	Member	5-10%	2024
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Frequently asked questions

How much does Modus Advisors, LLC manage?

Modus Advisors, LLC reports $514 million in regulatory assets under management on its Form ADV.

How many employees does Modus Advisors, LLC have?

Modus Advisors, LLC reports 7 employees.

Where is Modus Advisors, LLC located?

Modus Advisors, LLC is based in Excelsior, MN and has been SEC-registered since 2018.

Does Modus Advisors, LLC disclose fund performance?

Modus Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	23505 Smithtown Road, Suite 290, Excelsior, MN 55331
Phone	(952) 946-1000
Fax	(952) 946-1010
Office hours	8a.m.-5p.m.
SEC region	Chicago Regional Office (CHRO)
CIK	1799284
Discloses disciplinary history	No

Assets under management

Discretionary	$501.8M
Non-discretionary	$12.2M
Total (RAUM)	$514M