MODERN PORTFOLIO CONSULTANTS COMPANY
Legal name: MPC WEALTH MANAGEMENT
CRD #150671 SEC #801-70405 OMAHA, NE 402-504-6250
SEC Registered
Total AUM
$7M
Discretionary
$7M
Employees
3
Clients
--
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $7M | $7M | $0 | 3 | 26 |
| Mar 2016 | $5.8M | $5.8M | $0 | 3 | 11 |
| Mar 2015 | $4.7M | $4.7M | $0 | 3 | 11 |
| Mar 2014 | $3.8M | $3.8M | $0 | 3 | 11 |
| Mar 2013 | $2.4M | $2.4M | $0 | 3 | 1 |
| Mar 2012 | $1.9M | $1.9M | $0 | 1 | 1 |
| Mar 2011 | $1.9M | $1.9M | $0 | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2017
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$5.8M
Discretionary$5.8M
Non-Disc.$0
Employees3
Clients11
DateMar 2015
Total AUM$4.7M
Discretionary$4.7M
Non-Disc.$0
Employees3
Clients11
DateMar 2014
Total AUM$3.8M
Discretionary$3.8M
Non-Disc.$0
Employees3
Clients11
DateMar 2013
Total AUM$2.4M
Discretionary$2.4M
Non-Disc.$0
Employees3
Clients1
DateMar 2012
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--