1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EXCELSIOR INVESTORS

Map pinEXCELSIOR, MN
Phone952-941-2795
NotebookSEC #801-57626
Total AUM
$242M
Employees
2
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
34 WATER STREET, SUITE 8
EXCELSIOR
MN 55331
United States
Operating Hours
8:00 AM TO 4:30PM
Monday - Friday
Phone
952-941-2795

ReceiptFinancials

Total AUM
$242M
Accounts
326
Discretionary
$242M
Accounts
326
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
33
AUM
$18.1M
HNW Individual Clients
72
AUM
$221M
Charitable Organization Clients
1
AUM
$2.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

HandshakeAffiliates

View all affiliates →

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

Feature requires an account