AdvisorOS Directory
Claim Profile
MM

Mario Modiano

LM CAPITAL GROUP, LLC·SAN DIEGO, California
Unclaimed Profile
750 B STREET, SAN DIEGO, CA 92101CRD# 5090156Firm CRD# 120277
01

About

Mario Modiano is a registered financial advisor based in SAN DIEGO, California, affiliated with LM CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
LM CAPITAL GROUP, LLC
LM CAPITAL GROUP, LLC
AUM
$5.0B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at LM CAPITAL GROUP, LLC →
Services
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5090156
Firm CRD# 120277
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mario Modiano offer?
Mario Modiano specializes in Wealth Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.
What are Mario Modiano's credentials?
Mario Modiano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mario Modiano located?
Mario Modiano is based in SAN DIEGO, California, working with LM CAPITAL GROUP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Mario Modiano charge for services?
Mario Modiano's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LM CAPITAL GROUP, LLC?
LM CAPITAL GROUP, LLC has approximately 20 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN DIEGO
Gregg Steven Glaser — FIRST ALLIED SECURITIES, INC.Zachary Bryan Vaughan — FAIRFIELD REALTY ADVISORS LLCJeffrey Marc Frankel — LM CAPITAL GROUP, LLCDarius Nmn Lashkari — IPG INVESTMENT ADVISORS, LLCJoel Elliot Marks — FIRST ALLIED SECURITIES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile