Alan Modest & Associates

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website alanmodest.com
Client types

Overview

Alan Modest & Associates is an independent registered investment advisory firm providing discretionary portfolio management and wealth advisory services to individuals, families, and institutions. The firm focuses on delivering customized investment strategies aligned with clients’ long-term financial objectives, risk tolerance, and income needs. Its investment approach emphasizes disciplined asset allocation, diversification, and active portfolio oversight within a fiduciary framework.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Alan Modest & Associates

Platform Details

Investment Preferences

Alternative Activity

Address

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