EXCEL WEALTH MANAGEMENT, LLC

935 Main Street
Unit B104
Manchester, Connecticut 06040
Tel: (888) 929-9920

About EXCEL WEALTH MANAGEMENT, LLC

EXCEL WEALTH MANAGEMENT, LLC, formally registered with the SEC as EXCEL WEALTH MANAGEMENT, LLC. The firm was established in 01/28/2019. They have over 6 offices throughout the country.

EXCEL WEALTH MANAGEMENT, LLC is a Manchester, Connecticut based Financial Planning firm with nearly $232,703,491 assets under management, offering retirement planning & investment advisory services to 232 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299602
SEC#	801-114524
Assets Managed by Firm	$232,703,491
No. of Clients	232
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	232	$232,703,491
Individuals (other than high net worth individuals)	216	$24,403,491
High net worth individuals	Fewer than 5 clients	$3,152,246
Pension and profit sharing plans	38	$205,147,754

More Retirement Planning firms in Manchester, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road Stamford, CT, 06902-7912	$172,101,281,944	15	2872
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road Westport, CT, 06880	$171,751,270,410	133	1196
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

Explore More Retirement Advisors in Manchester, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.