This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Atlas fusion
- Established Date
- 02-24-2023
- Office Locations
- 1
Office Locations
About Modified Investments
Modified Investments is a Tampa, FL RIA focused on fundamentals-based, research-intensive active management. The firm builds and actively reallocates client portfolios using a proprietary security selection process grounded in comprehensive fundamental analysis across companies, industries, and regions, with an emphasis on downside risk management and transparency. Managing Partner/PM Mark Wallace Merrill Jr. leads the investment process; primary custodian includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mark Wallace Merrill Jr
Chief Compliance Officer, Managing Partner
- CRD
- #7286043
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,070,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,070,782 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,070,782
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,718,019,755 | 49.3% |
| Cash | $1,000,145,375 | 28.7% |
| Equity - Exchange | $766,661,959 | 22.0% |
| Total | $3,484,827,089 | 100.0% |