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- Custodian
- Betterment · Charles Schwab & Company · Security Benefit
- Clients
- Retail
- Platforms
- Meridian frontierHorizon
- Established Date
- 11-10-2020
- Office Locations
- 1
Office Locations
About Modern Money Management LLC
Modern Money Management is a San Diego-based fiduciary RIA providing financial planning, proactive tax strategy coordination with clients’ tax preparers, and ongoing portfolio design and management. Portfolios are built to be tax-efficient and cost-conscious, with a primary focus on ETFs. The firm serves retail clients, including business owners, and emphasizes modern digital tools with a real-time client portal. Custody available at Schwab and Betterment.
Team overview
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Asset Classes
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Custodian
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
NATHANIEL STEPHEN NIERI
Chief Compliance Officer, Founder, Owner
- CRD
- #6431768
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,234,361 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,234,361 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,234,361
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,025,899,475 | 54.8% |
| Cash | $1,670,997,378 | 45.2% |
| Total | $3,696,896,853 | 100.0% |