MODUS ADVISORS, LLC of EXCELSIOR, MN is an SEC-registered investment adviser (CRD 291204). Regulatory assets under management: $601.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Tad Michael Weiss | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Kari Kristine Haanstad | MEMBER & CHIEF INVESTMENT OFFICER | — |
| Margaret Leigh Swanson | MEMBER | — |
| Peter Michael Weiss | MEMBER | — |
| WEISS JAMES MICHAEL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER | — |
| HAANSTAD KARI KRISTINE | CHIEF INVESTMENT OFFICER; MEMBER & CHIEF INVESTMENT OFFICER | — |
| SWANSON MARGARET LEIGH | MEMBER | — |