MODERN ASSET MANAGEMENT LLC

MODERN ASSET MANAGEMENT LLC of COLUMBUS, NE is an SEC-registered investment adviser (CRD 128768). Regulatory assets under management: $30.3M.

Registration

• CRD: 128768
• Type: Registered investment adviser
• Location: 1365 24TH AVENUE, SUITE 100, COLUMBUS, NE, 68601-1065
• Phone: 402-563-3538
• Latest filing: 2026-02-02
• Regulatory AUM: $30.3M
• Discretionary AUM: $30.3M
• Clients: 1
• Accounts: 273

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128768 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search