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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 07-16-2015
- Office Locations
- 1
Office Locations
About Modernist Financial, LLC
Modernist Financial, via Modernist University, extends the firm’s wealth and financial planning work with high-net-worth clients to broader communities through low-cost and pro-bono education and services. The team provides investment planning, tax and estate coordination, and portfolio allocation using public funds/ETFs and fixed income, with an ESG-aware risk-management approach. Publishes Investment Committee market insights and free money toolkits.
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Owner & Executives
GEORGIA LEE HUSSEY
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #5966642
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Alejandra Gonzales Pena
--
- CRD
- #7872491
Bernard Tan
--
- CRD
- #7881938
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,275,149 | $429,073 |
| Non-Discretionary | $0 | -- |
| Total | $113,275,149 | $429,073 |
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Separately Managed Accounts
Total SMA Asset: $113,275,149
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,657,620,001 | 20.5% |
| Equity - Exchange | $1,665,705,952 | 20.6% |
| U.S. Government/Agency | $2,272,152,293 | 28.1% |
| Cash | $1,180,548,878 | 14.6% |
| Municipal Bonds | $1,309,924,098 | 16.2% |
| Total | $8,085,951,222 | 100.0% |