$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2018
- Office Locations
- 1
Office Locations
-- Lebanon TN
About Modica Financial Services
Modica Financial & Tax is a full-service accounting firm offering bookkeeping, payroll, and tax preparation for businesses, nonprofits, individuals, and trusts. The team pairs day-to-day accounting support with personalized business advice, including accounting software setup plus QuickBooks support and training. Notably, they offer extended hours and on-site QuickBooks training by QuickBooks ProAdvisors.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$257.8K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH NICHOLAS MODICA JR
Chief Compliance Officer, Portfolio Manager
- CRD
- #2347951
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,093,239 | -- |
| Total | $3,093,239 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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