MODERN FINANCIAL

MODERN FINANCIAL of MONUMENT, CO is an SEC-registered investment adviser (CRD 317409). Regulatory assets under management: $35.0M.

Registration

• CRD: 317409
• Type: Registered investment adviser
• Location: 16055 OLD FOREST PT, MONUMENT, CO, 80132
• Phone: 808-341-0103
• Latest filing: 2026-01-22
• Regulatory AUM: $35.0M
• Discretionary AUM: $35.0M
• Clients: 3
• Accounts: 348

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, 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 317409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search