Modernist Financial, LLC
Modernist Financial, LLC (CRD# 217511) is a financial advisory firm headquartered in Portland, OR. They manage $25,951,157 in 162 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts162ACCOUNTS
Average Account Value$160,192
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Georgia Hussey (CRD# 5966642) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has over 6 years of experience in the finance industry. Georgia Hussey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Liliya Jones (CRD# 6337613) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has 1 year of experience in the finance industry.