MODERN PORTFOLIO MANAGEMENT INC

MPM WEALTH ADVISORS
HOLLAND, Ohio·5 registered advisors·CRD# 104926
SEC# 801-5048811419-861-1400
01

Firm Overview

AUM
$795M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MODERN PORTFOLIO MANAGEMENT INC

5 registered advisors
Bryan Frederick Ohm
HOLLAND, Ohio
Chelsea Ohm Heintschel
HOLLAND, Ohio
Christine Elevich Ohm
HOLLAND, Ohio
George Thomas Damasco
HOLLAND, Ohio
Sean Scott Shinaberry
HOLLAND, Ohio
05

Office Locations

HOLLAND, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. MODERN PORTFOLIO MANAGEMENT INC (CRD# 104926) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.