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George Thomas Damasco

MODERN PORTFOLIO MANAGEMENT INC·HOLLAND, Ohio
MODERN PORTFOLIO MANAGEMENT INC
7429 INTERNATIONAL DRIVE, HOLLAND, OH 43528-8623CRD# 1000231Firm CRD# 104926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Thomas Damasco · HOLLAND, OH
Registration
CRD #1000231 · MODERN PORTFOLIO MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

George Thomas Damasco is a registered financial advisor based in HOLLAND, Ohio, affiliated with MODERN PORTFOLIO MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MODERN PORTFOLIO MANAGEMENT INC
MPM WEALTH ADVISORS
AUM
$795M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at MODERN PORTFOLIO MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1000231
Firm CRD# 104926
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Thomas Damasco offer?
George Thomas Damasco specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Ohio for a consultation.
What are George Thomas Damasco's credentials?
George Thomas Damasco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Thomas Damasco located?
George Thomas Damasco is based in HOLLAND, Ohio, working with MODERN PORTFOLIO MANAGEMENT INC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does George Thomas Damasco charge for services?
George Thomas Damasco's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODERN PORTFOLIO MANAGEMENT INC?
MODERN PORTFOLIO MANAGEMENT INC has approximately 20 employees and manages $795M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MODERN PORTFOLIO MANAGEMENT INC

Chelsea Ohm Heintschel
HOLLAND, OH
Christine Elevich Ohm
HOLLAND, OH
Sean Scott Shinaberry
HOLLAND, OH
Bryan Frederick Ohm
HOLLAND, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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