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Building 2EXCEL WEALTH MANAGEMENT, LLC

Map pinMANCHESTER, CT
Phone(888) 929-9920
NotebookSEC #801-114524
Total AUM
$310.5M
Employees
9
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
935 MAIN STREET
UNIT E
MANCHESTER
CT 06040
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(888) 929-9920
Other Offices
1

ReceiptFinancials

Total AUM
$310.5M
Accounts
332
Discretionary
$310.5M
Accounts
332
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
263
AUM
$42.2M
HNW Individual Clients
1
AUM
$4.3M
Pension/Profit Sharing Plan Clients
63
AUM
$264M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLMANCNHNJNYPARISCTX

HandshakeAffiliates

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

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