Robert Lewin Avery
Chief Compliance OfficerModern Portfolio Management IncCRD 8225992
About Robert Lewin Avery
Robert Lewin Avery is listed as Chief Compliance Officer at Modern Portfolio Management Inc in Holland, OH. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Modern Portfolio Management Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Lewin Avery work?
Robert Lewin Avery is listed as Chief Compliance Officer at Modern Portfolio Management Inc on SEC Form ADV.
How much of Modern Portfolio Management Inc does Robert Lewin Avery own?
Form ADV reports a beneficial ownership band of Under 5%.
Modern Portfolio Management Inc
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |