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Building 2XCELSIOR ADVISOR PARTNERS LLC

Map pin
Phone480-866-8616
NotebookSEC #801-132014
Total AUM
$650.7M
Employees
15
Clients
375

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
480-866-8616
Other Offices
7

ReceiptFinancials

Total AUM
$650.7M
Accounts
1,065
Discretionary
$650.7M
Accounts
1,065
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
318
AUM
$344.2M
HNW Individual Clients
30
AUM
$103.3M
Corporation or Business Clients
27
AUM
$203.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMIMNNYOHPATXWI

HandshakeAffiliates

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

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