Modernist Financial, LLC

CRD 217511 · Portland, OR · $113.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 217511
SEC number: 801-135464
Firm type: RIA
Assets under management: $113.3M as of Jun 18, 2026
Website: www.modernistfinancial.com ↗
Phone: (971) 544-7417
Address: 707 Sw Washington Street, Portland, OR, 97205

Advisors at this firm

3 in our index · page 1 of 1

Alejandra Gonzales PenaCRD 7872491 · Portland, OR

IA Registered
Georgia Lee HusseyCRD 5966642 · Portland, OR

IA Registered
Bernard TanCRD 7881938 · Portland, OR

IA Registered

Source & corrections

Where this page comes from

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