Modern Portfolio Management Inc
● SEC registered since 1995CRD 104926SEC# 801-50488Holland, OH
Reg. AUM
$1.04B
Employees
18
Accounts
2,454
Location
Holland, OH
Modern Portfolio Management Inc assets under management
Modern Portfolio Management Inc operates as an SEC-registered investment adviser based in Holland, OH. The firm has been registered since 1995. It reports $1 billion in regulatory assets under management and employs 18 people.
Modern Portfolio Management Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Frederick Ohm Control | Founding Partner & Co-President | Under 5% | 2009 |
| Chelsea Ohm Heintschel Control | Partner, Coo & Secretary | Under 5% | 2016 |
| George T Damasco Control | Partner,treasurer | Under 5% | 2016 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Modern Portfolio Management Inc manage?
Modern Portfolio Management Inc reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Modern Portfolio Management Inc have?
Modern Portfolio Management Inc reports 18 employees.
Where is Modern Portfolio Management Inc located?
Modern Portfolio Management Inc is based in Holland, OH and has been SEC-registered since 1995.
Does Modern Portfolio Management Inc disclose fund performance?
Modern Portfolio Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7429 International Drive, Suite a, Holland, OH 43528-8623 |
| Phone | 419-861-1400 |
| Fax | 419-861-1450 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.04B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $443.6MNon-discretionary $595M