Modica Financial Services
Modica Financial Services (CRD# 135583) is a financial advisory firm headquartered in Lebanon, TN. They manage $3,632,009 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts21ACCOUNTS
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Average Account Value$172,953
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TN
Financial Advisors at Modica Financial Services
No Advisor Found.
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