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EXCEL CAPITAL MANAGEMENT CORP
12 Stratford Court
Warren, New Jersey 07059
Tel: 908-431-1770
About EXCEL CAPITAL MANAGEMENT CORP
EXCEL CAPITAL MANAGEMENT CORP, formally registered with the SEC as EXCEL CAPITAL MANAGEMENT CORP. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
EXCEL CAPITAL MANAGEMENT CORP is a Warren, New Jersey based Financial Planning firm with nearly $148,841,664 assets under management, offering retirement planning & investment advisory services to 168 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109229 |
| SEC# | 801-124719 |
| Assets Managed by Firm | $148,841,664 |
| No. of Clients | 168 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 168 | $148,841,664 |
| High net worth individuals | 57 | $128,775,345 |
| Pension and profit sharing plans | 10 | $20,066,319 |
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