Modus Advisors
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
23505 Smithtown Rd Ste 290, Excelsior, M...Phone Number
(952) 946-1000Website
www.modusadvisors.comRevenue
<$5 MillionIndustry
About Modus Advisors
Modus Advisors specializes in sophisticated wealth management and financial planning services tailored for successful individuals, particularly in the Lake Minnetonka area and beyond. They offer comprehensive planning, investment management, and retirement planning, ensuring that each client's unique financial goals are met. As a Registered Investment Advisor (RIA), Modus Advisors prioritizes their clients' best interests and fosters trust through personalized service. Their mission is to help clients achieve their financial and personal aspirations, allowing them to lead the life they desire.Explore more
Modus Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Modus Advisors Tech Stack
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Frequently Asked Questions Regarding Modus Advisors
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Modus Advisors specializes in sophisticated wealth management and financial planning services tailored for successful individuals, particularly in the Lake Minnetonka area and beyond. They offer comprehensive planning, investment management, and retirement planning, ensuring that each client's unique financial goals are met. As a Registered Investm... Read More
