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Building 2EXCEL CAPITAL MANAGEMENT CORP

Map pinWARREN, NJ
Phone908-431-1770
NotebookSEC #801-124719
Total AUM
$192.5M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 STRATFORD COURT
WARREN
NJ 07059
United States
Operating Hours
9:00AM-4.30PM
Monday - Friday
Phone
908-431-1770

ReceiptFinancials

Total AUM
$192.5M
Accounts
192
Discretionary
$192.5M
Accounts
192
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
58
AUM
$168.6M
Pension/Profit Sharing Plan Clients
13
AUM
$23.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJOH

HandshakeAffiliates

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

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