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Home > Retirement Planners > new york > melville > EXCOMP ASSET MANAGEMENT LTD
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 |
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