Bay Colony Corporate Center
950 Winter Street North, Suite 4100
Waltham, Massachusetts 02451
Tel: (617) 916-9669
EXCALIBUR MANAGEMENT CORP, formally registered with the SEC as EXCALIBUR MANAGEMENT CORP. The firm was established in 09/11/1991. They have over 5 offices throughout the country.
EXCALIBUR MANAGEMENT CORP is a Waltham, Massachusetts based Financial Planning firm with nearly $606,399,680 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110836 |
SEC# | 801-39935 |
Assets Managed by Firm | $606,399,680 |
No. of Clients | 827 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 827 | $606,399,680 |
Individuals (other than high net worth individuals) | 167 | $64,570,530 |
High net worth individuals | 135 | $492,417,376 |
Pension and profit sharing plans | Fewer than 5 clients | $3,953,167 |
Charitable organizations | Fewer than 5 clients | $16,974,714 |
Corporations or other businesses | Fewer than 5 clients | $28,483,893 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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