MODIFIED INVESTMENTS

MODIFIED INVESTMENTS is an SEC-registered investment adviser (CRD 324512). Regulatory assets under management: $10.1M.

Registration

• CRD: 324512
• Type: Registered investment adviser
• Phone: 813-951-6063
• Latest filing: 2026-05-05
• Regulatory AUM: $10.1M
• Discretionary AUM: $10.1M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324512 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search