Modera Wealth Management

EST. AUM
$17,678,214,162

CONTACTS
27

CLIENT ACCOUNTS
21,420

Firm Details

Metro area Boston
CRD Number 155649
Website moderawealth.com
Client types

Overview

Modera is a RIA with offices throughout the east coast including in Massachusetts, New Jersey, Georgia, Pennsylvania, North Carolina and Florida. Typically $1MM to $5MM in investable assets. Break down investment programs into equities, fixed income, alternatives. Equities tend to be static allocation via passive and DFA/Vanguard. They will utilize active managers within fixed income and alternatives (mostly liquid). Only a handful of eligible clients in LPs/private equity allocations that are eligible.

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

Modera Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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