MODERN MONEY MANAGEMENT LLC

MODERN MONEY MANAGEMENT LLC is an SEC-registered investment adviser (CRD 311307). Regulatory assets under management: $46.2M.

Registration

• CRD: 311307
• Type: Registered investment adviser
• Phone: 858-223-9575
• Latest filing: 2026-02-12
• Regulatory AUM: $46.2M
• Discretionary AUM: $46.2M
• Clients: 1
• Accounts: 207

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, State/municipal.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311307 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search