Modernist Financial, LLC

Modernist Financial, LLC (CRD# 217511) is a financial advisory firm headquartered in Portland, OR. They manage $75,447,491 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
707 Sw Washington Street, Suite 910, Portland, OR 97205
https://www.instagram.com/modernistfinancial/
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $272,374
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Modernist Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Georgia Hussey, financial advisor Portland OR
Georgia L. Hussey
CRD#: 5966642
707 Sw Washington Street, Suite 910, Portland, OR 97205

Georgia Hussey (CRD# 5966642) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has over 12 years of experience in the finance industry.

2
Ekaterina Belskaya, financial advisor Portland OR
Ekaterina Belskaya
CRD#: 7877131
707 Sw Washington Street, Suite 910, Portland, OR 97205

Ekaterina Belskaya (CRD# 7877131) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has 1 year of experience in the finance industry.

3
Alejandra Gonzales Pena, financial advisor Portland OR
Alejandra Gonzales Pena
CRD#: 7872491
707 Sw Washington Street, Suite 910, Portland, OR 97205

Alejandra Gonzales Pena (CRD# 7872491) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR and has 1 year of experience in the finance industry.

4
Bernard Tan, financial advisor Portland OR
Bernard Tan
CRD#: 7881938
707 Sw Washington Street, Suite 910, Portland, OR 97205

Bernard Tan (CRD# 7881938) is an Investment Advisor Representative working at Modernist Financial, LLC in Portland, OR 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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