EXCELSIOR

200 Broadhollow Road
Suite 207
Melville, New York 11747
Tel: 516-765-7400

About EXCELSIOR

EXCELSIOR, formally registered with the SEC as EXCELSIOR. The firm was established in 01/11/2021. They have over 2 offices throughout the country.

EXCELSIOR is a Melville, New York based Financial Planning firm with nearly $18,209,548 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311850
SEC#	801-120085
Assets Managed by Firm	$18,209,548
No. of Clients	62
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	62	$18,209,548
Individuals (other than high net worth individuals)	Fewer than 5 clients	$2,287,999
High net worth individuals	8	$15,921,549

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