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Building 2EXCALIBUR ADVISORS LLC

Map pinOLD GREENWICH, CT
Phone203-637-8699
NotebookSEC #801-60082
Total AUM
$248.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1455 E. PUTNAM AVENUE
OLD GREENWICH
CT 06870
U.S.A.
Operating Hours
8:45 AM - 5:00 PM
Monday - Friday
Phone
203-637-8699

ReceiptFinancials

Total AUM
$248.5M
Accounts
1
Discretionary
$248.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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