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EXCELSIOR INVESTORS
34 Water Street, Suite 8
Excelsior, Minnesota 55331
Tel: 952-941-2795
About EXCELSIOR INVESTORS
EXCELSIOR INVESTORS, formally registered with the SEC as EXCELSIOR INVESTORS. The firm was established in 05/31/2000. They have over 1 offices throughout the country.
EXCELSIOR INVESTORS is a Excelsior, Minnesota based Financial Planning firm with nearly $219,176,341 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108048 |
| SEC# | 801-57626 |
| Assets Managed by Firm | $219,176,341 |
| No. of Clients | 308 |
| No. of Advisors | 2 |
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 | 308 | $219,176,341 |
| Individuals (other than high net worth individuals) | 34 | $16,722,741 |
| High net worth individuals | 70 | $199,829,058 |
| Charitable organizations | Fewer than 5 clients | $2,624,542 |
More Retirement Planning firms in Excelsior, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
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