Modus Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Modus Advisors's estimated annual revenue is currently $1.3M per year.
- Modus Advisors's estimated revenue per employee is $126,000
Employee Data
- Modus Advisors has 10 Employees.
- Modus Advisors grew their employee count by 25% last year.
Modus Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Investment Officer | Reveal Email/Phone |
2 | Client Relationship and Operations Manager | Reveal Email/Phone |
3 | Client Relationship Manager | Reveal Email/Phone |
4 | President | Reveal Email/Phone |
5 | Client Services Associate | Reveal Email/Phone |
6 | Customer Service Representative | Reveal Email/Phone |
7 | Certified Financial Planner™ | Reveal Email/Phone |
8 | Financial Advisor | Reveal Email/Phone |
Modus Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $119.7M | 456 | 5% | N/A | N/A |
#2 | $61.6M | 273 | -8% | N/A | N/A |
#3 | $11M | 58 | 41% | N/A | N/A |
#4 | $7.2M | 43 | 5% | N/A | N/A |
#5 | $0.7M | 7 | 40% | N/A | N/A |
#6 | $3.8M | 26 | -19% | N/A | N/A |
#7 | $0.6M | 6 | 0% | N/A | N/A |
#8 | $55.9M | 242 | 0% | N/A | N/A |
#9 | $11M | 58 | -6% | N/A | N/A |
#10 | $19.1M | 91 | 7% | N/A | N/A |
What Is Modus Advisors?
Modus Advisors provides fee-only financial planning, retirement planning, and investment management services. We manage investment portfolios for successful individuals and families. Modus Advisors, LLC is a Registered Investment Advisor (RIA).\n\nA successful financial planner since 1985, Tad Weiss founded Modus Advisors in 2009 to meet a growing client need. Tad saw that the financial planning marketplace was becoming increasingly complex. He felt that what the financial services world needed most was an improved method to develop and deliver unbiased, easy-to-understand financial planning results. To provide these results-focused solutions, Tad founded Modus Advisors and the Modus Method was born.\n\nModus Advisors is an independent firm, with the freedom to recommend investments without bias or conflict of interest. We are committed to forming long-term, meaningful partnerships with our clients.\n\nwww.ModusAdvisors.com\[email protected]\n952-946-1000
keywords:N/A
N/A
Total Funding
10
Number of Employees
$1.3M
Revenue (est)
25%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Excelsior
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $1.3M | 15 | 0% | N/A |
#2 | $2.4M | 30 | 0% | N/A |
#3 | $6.6M | 33 | 10% | N/A |
#4 | $6.8M | 33 | 32% | N/A |
#5 | $5M | 36 | 20% | N/A |