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Building 2EXCEL FINANCIAL, LLC

Map pinRED WING, MN
Phone(651) 388-6441
NotebookSEC #801-107211
Total AUM
$404.5M
Employees
11
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 MAIN STREET
RED WING
MN 55066
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(651) 388-6441
Other Offices
3

ReceiptFinancials

Total AUM
$404.5M
Accounts
1,128
Discretionary
$348.4M
Accounts
1,090
Non-Discretionary
$56.1M
Accounts
38

ContactClients

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Individual Clients
309
AUM
$82.7M
HNW Individual Clients
83
AUM
$200.9M
Pension/Profit Sharing Plan Clients
20
AUM
$117.2M
Charitable Organization Clients
2
AUM
$3.4M
Corporation or Business Clients
2
AUM
$212.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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