$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
3 Employees
169 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialFocus
- Established Date
- 12-20-2021
- Office Locations
- 1
Office Locations
16055 OLD Forest PT Suite 130-A Monument CO
About Modern Financial
Modern Financial is a Monument, CO–based, retail-focused advisory firm providing client-centered financial planning and portfolio strategy for investors navigating retirement and other life transitions. The team builds goal-based allocations using public funds and ETFs, with an emphasis on risk management and values-driven planning, and primarily custodying assets at Charles Schwab.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$207.4K AVG AUM / CLIENT
3.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Full visibility includes strategy notes for eagle vertex.
Unlock to see real insight on oak focus.
Full visibility includes strategy notes for optima capital unison.
Full visibility includes strategy notes for alpha timber.
Open the full profile to inspect shifts in legacy vital.
Unlock to see real insight on matrix ember.
See the complete signal summary connected to element vertex.
Unlock to compare peer behavior around bridge element.
Asset Classes
Timber harbor Focus
Client Personas
Momentum
Custodian
Capital Optima vital Atlas horizon Pathway Radial atlas
Investment Themes
Optima Matrix peak Beacon Fusion harbor North eagle
Investment Vehicles
Foundation prime Pioneer
Platform
Optima timber Delta legacy
Services
North delta Harbor Eagle Oak alpha Atlas frontier Meridian Fusion Frontier Insight peak Pathway
Technology
Capital summit Momentum alpha
Owner & Executives
SHANE ANDREW SQUIBB
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2864264
- Ownership
- 75% or more
(670) 862-4067
radial.crest@northcapital.com
in linkedin.com/in/crest-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM AUSTIN HAMMER
Wealth Advisor
- CRD
- #4351231
(505) 636-6090
pathway.bridge@foundationcapital.com
in linkedin.com/in/harbor-timber
Brent Sabati
--
- CRD
- #6781249
(294) 641-7870
legacy.catalyst@embercapital.com
in linkedin.com/in/summit-legacy
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,047,422 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,047,422 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $35,047,422
Public Funds:
22.2% Equity - Exchange:
10.6% Cash:
40.7% U.S. Government/Agency:
26.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,966,128,660 | 22.2% |
| Equity - Exchange | $938,782,153 | 10.6% |
| Cash | $3,604,569,210 | 40.7% |
| U.S. Government/Agency | $2,346,955,382 | 26.5% |
| Total | $8,856,435,405 | 100.0% |