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Building 2EXCELSIOR WEALTH MANAGEMENT LLC

Map pin
Phone773-331-4692
NotebookSEC #801-128803
Total AUM
$18M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
773-331-4692
Other Offices
1

ReceiptFinancials

Total AUM
$18M
Accounts
32
Discretionary
$18M
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$3M
HNW Individual Clients
8
AUM
$15M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COIL

HandshakeAffiliates

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

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