Investment adviser · CRD 150671

MPC WEALTH MANAGEMENT

Investment adviser filing (IA)

MODERN PORTFOLIO CONSULTANTS COMPANY

OMAHA, NE, United States · Form ADV filed Mar 10, 2017

Regulatory AUM
$7.02M
Form ADV · Item 5.F
Client accounts
35
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8401 W. DODGE RD, STE 256
OMAHA, NE, 68114, United States

CRD 150671

Filing source

Form ADV 1086572 · Mar 10, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.