MODERN PORTFOLIO CONSULTANTS, LLC
CRD #120846 SEC #801-61244 NAPLES, FL 2393596400
SEC Registered
Total AUM
$1B
Discretionary
$0
Employees
2
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $0 | $1B | 2 | 8 |
| Apr 2024 | $1B | $0 | $1B | 2 | 8 |
| Mar 2024 | $1B | $0 | $1B | 2 | 8 |
| Mar 2023 | $970.3M | $0 | $970.3M | 2 | 8 |
| Mar 2022 | $662.5M | $0 | $662.5M | 2 | 0 |
| Mar 2021 | $572M | $0 | $572M | 2 | 0 |
| Mar 2020 | $514.2M | $0 | $514.2M | 2 | 0 |
| Mar 2019 | $451.3M | $0 | $451.3M | 2 | 0 |
| Mar 2018 | $449.8M | $0 | $449.8M | 2 | 0 |
| Mar 2017 | $415.1M | $0 | $415.1M | 2 | 1 |
| Mar 2016 | $352.8M | $0 | $352.8M | 2 | 1 |
| Mar 2015 | $340M | $0 | $340M | 2 | 1 |
| Mar 2014 | $294.8M | $0 | $294.8M | 2 | 1 |
| Mar 2013 | $272.6M | $0 | $272.6M | 2 | 1 |
| Mar 2012 | $290M | $0 | $290M | 1 | 1 |
| Mar 2011 | $311M | $0 | $311M | 5 | -- |
| Mar 2009 | $310M | $0 | $310M | 5 | -- |
| Mar 2008 | $375M | $0 | $375M | 5 | -- |
| Mar 2007 | $300M | $0 | $300M | 5 | -- |
| Nov 2006 | $170M | $0 | $170M | 5 | -- |
| Feb 2006 | $170M | $0 | $170M | 5 | -- |
DateMar 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees2
Clients8
DateApr 2024
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees2
Clients8
DateMar 2024
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees2
Clients8
DateMar 2023
Total AUM$970.3M
Discretionary$0
Non-Disc.$970.3M
Employees2
Clients8
DateMar 2022
Total AUM$662.5M
Discretionary$0
Non-Disc.$662.5M
Employees2
Clients0
DateMar 2021
Total AUM$572M
Discretionary$0
Non-Disc.$572M
Employees2
Clients0
DateMar 2020
Total AUM$514.2M
Discretionary$0
Non-Disc.$514.2M
Employees2
Clients0
DateMar 2019
Total AUM$451.3M
Discretionary$0
Non-Disc.$451.3M
Employees2
Clients0
DateMar 2018
Total AUM$449.8M
Discretionary$0
Non-Disc.$449.8M
Employees2
Clients0
DateMar 2017
Total AUM$415.1M
Discretionary$0
Non-Disc.$415.1M
Employees2
Clients1
DateMar 2016
Total AUM$352.8M
Discretionary$0
Non-Disc.$352.8M
Employees2
Clients1
DateMar 2015
Total AUM$340M
Discretionary$0
Non-Disc.$340M
Employees2
Clients1
DateMar 2014
Total AUM$294.8M
Discretionary$0
Non-Disc.$294.8M
Employees2
Clients1
DateMar 2013
Total AUM$272.6M
Discretionary$0
Non-Disc.$272.6M
Employees2
Clients1
DateMar 2012
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees1
Clients1
DateMar 2011
Total AUM$311M
Discretionary$0
Non-Disc.$311M
Employees5
Clients--
DateMar 2009
Total AUM$310M
Discretionary$0
Non-Disc.$310M
Employees5
Clients--
DateMar 2008
Total AUM$375M
Discretionary$0
Non-Disc.$375M
Employees5
Clients--
DateMar 2007
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees5
Clients--
DateNov 2006
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees5
Clients--
DateFeb 2006
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees5
Clients--