21960 Minnetonka Blvd, Suite 210
Excelsior, Minnesota 55331
Tel: 330-620-1478
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP, formally registered with the SEC as EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP. The firm was established in 07/29/2021. They have over 2 offices throughout the country.
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP is a Excelsior, Minnesota based Financial Planning firm with nearly $1,440,136,836 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 20 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289890 |
SEC# | 801-121947 |
Assets Managed by Firm | $1,440,136,836 |
No. of Clients | 2 |
No. of Advisors | 20 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $1,440,136,836 |
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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