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Modernist Financial, LLC CRD 217511
$113M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
707 Sw Washington Street Suite 910, Portland, OR 97205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-01 |
Branch Locations
707 Sw Washington Street Suite 910, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modernist Financial, Llc | Portland | OR | 11/2021 | Present |
| Acura Of Portland | Portland | OR | 10/2017 | 11/2021 |
| Foodscout, Inc. | Toronto | 01/2011 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
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