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Modern Assets, LLC CRD 285269
$7.57M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Hawthorne, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Assets, Llc | Los Angeles | CA | 11/2016 | Present |
| Aequitas Wealth Management | Los Angeles | CA | 08/2018 | 08/2019 |
| Microsoft | Seattle | WA | 04/2022 | Present |
Microsoft | Non-Investment Related | 1109 N. 36th Street, Suite D, Seattle, WA 98103 | Technology Products and Services | Data Analyst | 04/2022 | FTE | 60-100 hours during trading hours | Data analytics, storytelling and communications
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
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