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Building 2EXCALIBUR MANAGEMENT CORP

Map pinWALTHAM, MA
Phone(617) 916-9669
NotebookSEC #801-39935
Total AUM
$712.1M
Employees
12
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BAY COLONY CORPORATE CENTER
950 WINTER STREET NORTH, SUITE 4100
WALTHAM
MA 02451
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(617) 916-9669
Other Offices
4

ReceiptFinancials

Total AUM
$712.1M
Accounts
872
Discretionary
$707.3M
Accounts
827
Non-Discretionary
$4.7M
Accounts
45

ContactClients

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Individual Clients
176
AUM
$105.6M
HNW Individual Clients
131
AUM
$553.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
1
AUM
$16.7M
Corporation or Business Clients
1
AUM
$33.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLILLAMAMENCNHNJNYOHRITXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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