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EXCELLERE PARTNERS
3033 East First Avenue
Suite 700
Denver, Colorado 80206
Tel: 303-765-2400
About EXCELLERE PARTNERS
EXCELLERE PARTNERS, formally registered with the SEC as EXCELLERE PARTNERS. The firm was established in 01/18/2007. They have over 1 offices throughout the country.
EXCELLERE PARTNERS is a Denver, Colorado based Financial Planning firm with nearly $2,107,200,623 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142904 |
| SEC# | 801-67454 |
| Assets Managed by Firm | $2,107,200,623 |
| No. of Clients | 5 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $2,107,200,623 |
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