Modern Money Management LLC

Modern Money Management LLC (CRD# 311307) is a financial advisory firm headquartered in , . They manage $22,347,132 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/modern-money-management
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $154,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Security ratings or pricing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Modern Money Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathaniel Nieri, financial advisor San Diego CA
Nathaniel S. Nieri
CRD#: 6431768
San Diego, CA

Nathaniel Nieri (CRD# 6431768) is an Investment Advisor Representative working at Modern Money Management LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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