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Building 2XCEL WEALTH MANAGEMENT, LLC

Map pinHOLLY HILL, FL
Phone386-872-3440
NotebookSEC #801-113826
Total AUM
$497.9M
Employees
4
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 2ND STREET
SUITE 402
HOLLY HILL
FL 32117
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
386-872-3440

ReceiptFinancials

Total AUM
$497.9M
Accounts
844
Discretionary
$481.3M
Accounts
644
Non-Discretionary
$16.7M
Accounts
200

ContactClients

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Individual Clients
244
AUM
$91.7M
HNW Individual Clients
79
AUM
$389.5M
Pension/Profit Sharing Plan Clients
11
AUM
$16.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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