EXCEL CAPITAL MANAGEMENT CORP
Total AUM
$192.5M
Employees
2Clients
71Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12 STRATFORD COURT
WARREN
NJ 07059
United States
WARREN
NJ 07059
United States
Operating Hours
9:00AM-4.30PM
Monday - Friday
Monday - Friday
Phone
908-431-1770
Financials
Total AUM
$192.5M
Accounts
192Discretionary
$192.5M
Accounts
192Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
58AUM
$168.6M
Pension/Profit Sharing Plan Clients
13AUM
$23.9M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNJOH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.