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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Wave frontierPrime insight
- Established Date
- 12-13-2016
- Office Locations
- 1
Office Locations
About Modern Assets, LLC
Modern Assets, LLC is a fee-only RIA led by CFP® Marie Thomasson serving individuals with progressive values (women, men, and nonbinary clients). The firm provides personalized financial planning and investment management focused on measurable values alignment—e.g., fossil-fuel divestment, ESG/impact and shareholder accountability, and integrating philanthropy/social impact goals. Portfolios are primarily implemented with ETFs; custody includes Schwab and Altruist.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Marie Elizabeth Thomasson
Financial Advisor, General Partner, Owner
- CRD
- #6724246
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,574,025 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,574,025 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,574,025
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,020,083,048 | 47.2% |
| Cash | $1,141,109,850 | 52.8% |
| Total | $2,161,192,898 | 100.0% |