$30.3M Total AUM
$30.3M Disc. AUM
-- 3Y CAGR
1 Employees
273 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail and Institutional
- Platforms
- OptimaCrest
- Established Date
- 01-26-2000
- Office Locations
- 2
Office Locations
1365 24th Avenue, Suite 100 Columbus NE
2204 14th Street PO BOX 1065 Columbus NE
About Modern Asset Management LLC
Modern Asset Management, LLC provides fiduciary wealth management and retirement planning. The firm supports individuals and entrepreneurs with portfolio management alongside tax, estate, insurance, and retirement plan guidance. Portfolios lean heavily on ETFs with complementary fixed-income exposure, and custody includes Charles Schwab.
Team overview
73 AVG AGE
$30.3M AVG AUM / ADVISOR
$111.0K AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Full visibility includes strategy notes for alpha horizon.
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Asset Classes
Ember catalyst Delta alpha
Client Personas
Fusion delta
Custodian
Beacon Alpha
Investment Themes
Value Matrix Vital
Investment Vehicles
Atlas fusion Beacon capital
Services
Capital insight Alpha insight Matrix Vertex Zenith Harbor value
Technology
Catalyst Optima
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
J
JORDAN ALEXANDER MUELLER
Investment Advisor Representative
- CRD
- #6428573
(210) 221-5311
delta.atlas@insightcapital.com
in linkedin.com/in/delta-capital
J
JAN PAUL SCHMEITS
Registered Investment Advisor
- CRD
- #4722724
(837) 941-6314
timber.legacy@timbercapital.com
in linkedin.com/in/oak-alpha
Showing 2 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,315,081 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,315,081 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,315,081
Equity - Exchange:
15.4% Corporate - Investment Grade:
11.8% Municipal Bonds:
34.1% U.S. Government/Agency:
13.3% Cash:
25.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,108,905,659 | 15.4% |
| Corporate - Investment Grade | $849,680,960 | 11.8% |
| Municipal Bonds | $2,455,433,960 | 34.1% |
| U.S. Government/Agency | $957,691,251 | 13.3% |
| Cash | $1,828,974,269 | 25.4% |
| Total | $7,200,686,099 | 100.0% |