EXCALIBUR MANAGEMENT CORP

Bay Colony Corporate Center
950 Winter Street North, Suite 4100
Waltham, Massachusetts 02451
Tel: (617) 916-9669

About EXCALIBUR MANAGEMENT CORP

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	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

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