EXCOMP ASSET MANAGEMENT LTD

425 Broadhollow Rd
Suite 318
Melville, New York 11747
Tel: (631)465-9670

About EXCOMP ASSET MANAGEMENT LTD

EXCOMP ASSET MANAGEMENT LTD, formally registered with the SEC as EXCOMP ASSET MANAGEMENT LTD. The firm was established in 01/12/1993. They have over 1 offices throughout the country.

EXCOMP ASSET MANAGEMENT LTD is a Melville, New York based Financial Planning firm with nearly $137,121,477 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110434
SEC#	801-43057
Assets Managed by Firm	$137,121,477
No. of Clients	359
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$137,121,477
Individuals (other than high net worth individuals)	123	$58,212,248
High net worth individuals	30	$64,491,918
Pension and profit sharing plans	10	$14,417,311

More Retirement Planning firms in Melville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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