Information We Collect
Modern Assets, LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements.
The type of information Modern Assets, LLC collects may include:
Information Modern Assets, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
Information you provide Modern Assets, LLC directly about your personal finances or personal circumstances or which Modern Assets, LLC may receive from brokerage statements or other information you authorize Modern Assets, LLC to receive.
Information Disclosed In Administering Products and Services
Modern Assets, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Modern Assets, LLC does not sell any personal information about you to any third party. Modern Assets, LLC will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Modern Assets, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Modern Assets, LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.