Active
MODERN PORTFOLIO CONSULTANTS, LLC
Investment Advice|NAPLES, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1B
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 1.0B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 120846 |
| SEC Number | 801-61244 |
| Street Address | 4850 TAMIAMI TRAIL N. |
| Street Address 2 | 301 |
| Location | NAPLES, FL 34103 |
| Country | United States |
| Phone | 2393596400 |
| Fax | 2393596401 |
| Total Employees | 2 |
Client Count by Type (8 Total)
| Category | Value |
|---|---|
| Other | 8 |
Community Partners
CITY OF ARCADIA
CITY OF FORT MYERS
CITY OF NAPLES
CITY OF PUNTA GORDA
COUNTY OF CHARLOTTE
COUNTY OF COLLIER
CITY OF ARCADIA
CITY OF FORT MYERS
CITY OF NAPLES
CITY OF PUNTA GORDA
COUNTY OF CHARLOTTE
COUNTY OF COLLIER
CITY OF ARCADIA
CITY OF FORT MYERS
CITY OF NAPLES
CITY OF PUNTA GORDA
COUNTY OF CHARLOTTE
COUNTY OF COLLIER
Municipal Government
6 Active
6
Organizations
BABCOCK RANCH COMMUNITY INDEPENDENT SPECIAL DISTRICT
BERMONT DRAINAGE DISTRICT
BOCA GRANDE FIRE CONTROL DISTRICT
CENTRAL CHARLOTTE COUNTY DRAINAGE DISTRICT
CHARLOTTE COUNTY AIRPORT AUTHORITY
CHARLOTTE SOIL AND WATER CONSERVATION DISTRICT
COLLIER MOSQUITO CONTROL DISTRICT
CORAL CREEK COMMUNITY DEVELOPMENT DISTRICT
CORAL LAKES COMMUNITY DEVELOPMENT DISTRICT
COVE AT ROTONDA COMMUNITY DEVELOPMENT DISTRICT
DESOTO COUNTY HOSPITAL DISTRICT
EAGLE CREEK COMMUNITY DEVELOPMENT DISTRICT
EAST CHARLOTTE DRAINAGE DISTRICT
FIRELIGHT EAST COMMUNITY DEVELOPMENT DISTRICT
GASPARILLA ISLAND BRIDGE AUTHORITY
GREATER NAPLES FIRE RESCUE DISTRICT
HARBOR VILLAGE COMMUNITY DEVELOPMENT DISTRICT
HERITAGE LAKE PARK COMMUNITY DEVELOPMENT DISTRICT
HERITAGE OAK PARK COMMUNITY DEVELOPMENT DISTRICT
ISLAND LAKE ESTATES COMMUNITY DEVELOPMENT DISTRICT
BABCOCK RANCH COMMUNITY INDEPENDENT SPECIAL DISTRICT
BERMONT DRAINAGE DISTRICT
BOCA GRANDE FIRE CONTROL DISTRICT
CENTRAL CHARLOTTE COUNTY DRAINAGE DISTRICT
CHARLOTTE COUNTY AIRPORT AUTHORITY
CHARLOTTE SOIL AND WATER CONSERVATION DISTRICT
COLLIER MOSQUITO CONTROL DISTRICT
CORAL CREEK COMMUNITY DEVELOPMENT DISTRICT
CORAL LAKES COMMUNITY DEVELOPMENT DISTRICT
COVE AT ROTONDA COMMUNITY DEVELOPMENT DISTRICT
DESOTO COUNTY HOSPITAL DISTRICT
EAGLE CREEK COMMUNITY DEVELOPMENT DISTRICT
EAST CHARLOTTE DRAINAGE DISTRICT
FIRELIGHT EAST COMMUNITY DEVELOPMENT DISTRICT
GASPARILLA ISLAND BRIDGE AUTHORITY
GREATER NAPLES FIRE RESCUE DISTRICT
HARBOR VILLAGE COMMUNITY DEVELOPMENT DISTRICT
HERITAGE LAKE PARK COMMUNITY DEVELOPMENT DISTRICT
HERITAGE OAK PARK COMMUNITY DEVELOPMENT DISTRICT
ISLAND LAKE ESTATES COMMUNITY DEVELOPMENT DISTRICT
BABCOCK RANCH COMMUNITY INDEPENDENT SPECIAL DISTRICT
BERMONT DRAINAGE DISTRICT
BOCA GRANDE FIRE CONTROL DISTRICT
CENTRAL CHARLOTTE COUNTY DRAINAGE DISTRICT
CHARLOTTE COUNTY AIRPORT AUTHORITY
CHARLOTTE SOIL AND WATER CONSERVATION DISTRICT
COLLIER MOSQUITO CONTROL DISTRICT
CORAL CREEK COMMUNITY DEVELOPMENT DISTRICT
CORAL LAKES COMMUNITY DEVELOPMENT DISTRICT
COVE AT ROTONDA COMMUNITY DEVELOPMENT DISTRICT
DESOTO COUNTY HOSPITAL DISTRICT
EAGLE CREEK COMMUNITY DEVELOPMENT DISTRICT
EAST CHARLOTTE DRAINAGE DISTRICT
FIRELIGHT EAST COMMUNITY DEVELOPMENT DISTRICT
GASPARILLA ISLAND BRIDGE AUTHORITY
GREATER NAPLES FIRE RESCUE DISTRICT
HARBOR VILLAGE COMMUNITY DEVELOPMENT DISTRICT
HERITAGE LAKE PARK COMMUNITY DEVELOPMENT DISTRICT
HERITAGE OAK PARK COMMUNITY DEVELOPMENT DISTRICT
ISLAND LAKE ESTATES COMMUNITY DEVELOPMENT DISTRICT
Special District
29 Active
29
Organizations
CHARLOTTE COUNTY SCHOOL DISTRICT
CHARLOTTE HIGH SCHOOL - NAVY - JROTC
FORT MYERS CHRISTIAN SCHOOL, INC
THE SCHOOL DISTRICT OF COLLIER COUNTY FLORIDA
CHARLOTTE COUNTY SCHOOL DISTRICT
CHARLOTTE HIGH SCHOOL - NAVY - JROTC
FORT MYERS CHRISTIAN SCHOOL, INC
THE SCHOOL DISTRICT OF COLLIER COUNTY FLORIDA
CHARLOTTE COUNTY SCHOOL DISTRICT
CHARLOTTE HIGH SCHOOL - NAVY - JROTC
FORT MYERS CHRISTIAN SCHOOL, INC
THE SCHOOL DISTRICT OF COLLIER COUNTY FLORIDA
School District
4 Active
4
Organizations
100 BLACK MEN OF SOUTHWEST FLORIDA INC
10133 PUNTA GORDA CHAPTER
1021S INC
1-2-3 RUNNERS INC
12 FIFTY FOUNDATION
1907 FOUNDATION INTERNATIONAL INC
20TH JUDICIAL CIRCUIT
22 RECOVERY CORP
2L FOUNDATION INC
2ND DELTA FOUNDATION
360 ATHLETICS & SPORTS TRAINING COR
388TH BOMB GROUP ASSOCIATION INC
3 C O P A INC
3 Oaks Academy INC
4000 BABIES INC
423Praise Inc
45 MPH COUCH POTATOE GREYHOUND ADOPTIONS INC
4 GLOBAL HOPE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
100 BLACK MEN OF SOUTHWEST FLORIDA INC
10133 PUNTA GORDA CHAPTER
1021S INC
1-2-3 RUNNERS INC
12 FIFTY FOUNDATION
1907 FOUNDATION INTERNATIONAL INC
20TH JUDICIAL CIRCUIT
22 RECOVERY CORP
2L FOUNDATION INC
2ND DELTA FOUNDATION
360 ATHLETICS & SPORTS TRAINING COR
388TH BOMB GROUP ASSOCIATION INC
3 C O P A INC
3 Oaks Academy INC
4000 BABIES INC
423Praise Inc
45 MPH COUCH POTATOE GREYHOUND ADOPTIONS INC
4 GLOBAL HOPE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
100 BLACK MEN OF SOUTHWEST FLORIDA INC
10133 PUNTA GORDA CHAPTER
1021S INC
1-2-3 RUNNERS INC
12 FIFTY FOUNDATION
1907 FOUNDATION INTERNATIONAL INC
20TH JUDICIAL CIRCUIT
22 RECOVERY CORP
2L FOUNDATION INC
2ND DELTA FOUNDATION
360 ATHLETICS & SPORTS TRAINING COR
388TH BOMB GROUP ASSOCIATION INC
3 C O P A INC
3 Oaks Academy INC
4000 BABIES INC
423Praise Inc
45 MPH COUCH POTATOE GREYHOUND ADOPTIONS INC
4 GLOBAL HOPE INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
4537 Active
4537
Organizations
Community Partners89 organizations
CITY OF FORT MYERS
Municipal Government·FORT MYERS
CITY OF NAPLES
Municipal Government·NAPLES
CITY OF PUNTA GORDA
Municipal Government·PUNTA GORDA
COUNTY OF CHARLOTTE
Municipal Government·PORT CHARLOTTE
COUNTY OF COLLIER
Municipal Government·NAPLES
BABCOCK RANCH COMMUNITY INDEPENDENT SPECIAL DISTRICT
Special District·ORLANDO
BERMONT DRAINAGE DISTRICT
Special District·PUNTA GORDA
BOCA GRANDE FIRE CONTROL DISTRICT
Special District·BOCA GRANDE
CENTRAL CHARLOTTE COUNTY DRAINAGE DISTRICT
Special District·PUNTA GORDA
CHARLOTTE COUNTY AIRPORT AUTHORITY
Special District·PUNTA GORDA
CHARLOTTE SOIL AND WATER CONSERVATION DISTRICT
Special District·PORT CHARLOTTE
CORAL CREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
CORAL LAKES COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
COVE AT ROTONDA COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
DESOTO COUNTY HOSPITAL DISTRICT
Special District·ARCADIA
EAST CHARLOTTE DRAINAGE DISTRICT
Special District·ARCADIA
LITTLE GASPARILLA ISLAND FIRE & RESCUE
Special District·PLACIDA
NORTH COLLIER FIRE CONTROL AND RESCUE DISTRICT
Special District·NAPLES
RIVERWOOD COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
TERN BAY COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
TUCKERS POINTE COMMUNITY DEVELOPMENT DISTRICT
Special District·NAPLES
WATERFORD ESTATES COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
CHARLOTTE HIGH SCHOOL - NAVY - JROTC
School District·PUNTA GORDA
FORT MYERS CHRISTIAN SCHOOL, INC
School District·FORT MYERS
100 BLACK MEN OF SOUTHWEST FLORIDA INC
Nonprofit Organization·Fort Myers
10133 PUNTA GORDA CHAPTER
Nonprofit Organization·Punta Gorda
1021S INC
Nonprofit Organization·FORT MYERS
1-2-3 RUNNERS INC
Nonprofit Organization·PUNTA GORDA
12 FIFTY FOUNDATION
Nonprofit Organization·Punta Gorda
1907 FOUNDATION INTERNATIONAL INC
Nonprofit Organization·Naples
20TH JUDICIAL CIRCUIT
Nonprofit Organization·FORT MYERS
22 RECOVERY CORP
Nonprofit Organization·Punta Gorda
2L FOUNDATION INC
Nonprofit Organization·NAPLES
2ND DELTA FOUNDATION
Nonprofit Organization·NAPLES
360 ATHLETICS & SPORTS TRAINING COR
Nonprofit Organization·PUNTA GORDA
388TH BOMB GROUP ASSOCIATION INC
Nonprofit Organization·NAPLES
3 C O P A INC
Nonprofit Organization·Fort Myers
3 Oaks Academy INC
Nonprofit Organization·Fort Myers
4000 BABIES INC
Nonprofit Organization·Naples
423Praise Inc
Nonprofit Organization·Fort Myers
45 MPH COUCH POTATOE GREYHOUND ADOPTIONS INC
Nonprofit Organization·Fort Myers
4 GLOBAL HOPE INC
Nonprofit Organization·PUNTA GORDA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Naples
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Naples
4 HELPING OTHER PEOPLE ENHANCE
Nonprofit Organization·NAPLES
4 MEN PROSTATE CANCER SUPPORT INC
Nonprofit Organization·Naples
4theKidz Foundation
Nonprofit Organization·Naples
919 MINISTRIES INC
Nonprofit Organization·Naples
941 SPORTS INC
Nonprofit Organization·PUNTA GORDA
AARP
Nonprofit Organization·Port Charlotte
ABBYS LITTLE FRIENDS INC
Nonprofit Organization·Naples
ABC RAIL PRODUCTS CORP MEDICAL BENEFIT TR RETIRED COLLECT B U E
Nonprofit Organization·Naples
A better Community Vision Center Inc
Nonprofit Organization·Fort Myers
ABIDE MINISTRIES
Nonprofit Organization·Naples
ABLE ACADEMY INC
Nonprofit Organization·NAPLES
ABOUT THE FUTURE INC
Nonprofit Organization·NAPLES
ABRIGANDO FAMILIAS FOUNDATION CORP
Nonprofit Organization·Fort Myers
ABUNDANT LIFE CHRISTIAN COUNSELING CENTER
Nonprofit Organization·Fort Myers
ABUSED COUNSELING & TREATMENT INC
Nonprofit Organization·FORT MYERS
ACE MENTOR PROGRAM OF AMERICA INC
Nonprofit Organization·FORT MYERS
ACOUSTIC MUSIC SOCIETY OF SOUTHWEST FLORIDA
Nonprofit Organization·Fort Myers
ACTION FOR LIFE INC
Nonprofit Organization·NAPLES
ACTIVE IN MINISTRY INC
Nonprofit Organization·Port Charlotte
ADAMS BALDWIN COVEY FOUNDATION INC
Nonprofit Organization·NAPLES
ADAMS FAMILY FOUNDATION
Nonprofit Organization·NAPLES
ADDITIONAL NEEDS
Nonprofit Organization·NAPLES
ADOLESCENT WELLNESS
Nonprofit Organization·Naples
ADOPT-A-SOLDIER ORG LLC
Nonprofit Organization·Naples
Advanced Nurse Practice Council of Collier County Inc
Nonprofit Organization·Naples
ADVOCATES FOR DISABLED AMERICAN VETERANS
Nonprofit Organization·NAPLES
A&E AUTOS 4 THE NEEDY
Nonprofit Organization·Port Charlotte
AFFORDABLE HOMEOWNERSHIP FOUNDATION INC
Nonprofit Organization·FORT MYERS
AFRICA AI FORUM
Nonprofit Organization·Fort Myers
AFTER THE RAIN OF SOUTHWEST FLORIDA
Nonprofit Organization·FORT MYERS