EXCEL FINANCIAL, LLC

321 Main Street
Red Wing, Minnesota 55066
Tel: (651) 388-6441

About EXCEL FINANCIAL, LLC

EXCEL FINANCIAL, LLC, formally registered with the SEC as EXCEL FINANCIAL, LLC. The firm was established in 01/28/2016. They have over 4 offices throughout the country.

EXCEL FINANCIAL, LLC is a Red Wing, Minnesota based Financial Planning firm with nearly $319,505,969 assets under management, offering retirement planning & investment advisory services to 1070 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145301
SEC#	801-107211
Assets Managed by Firm	$319,505,969
No. of Clients	1070
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1070	$319,505,969
Individuals (other than high net worth individuals)	348	$83,810,477
High net worth individuals	56	$134,814,575
Pension and profit sharing plans	22	$99,048,476
Charitable organizations	2	$1,832,441

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