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EXCELSIA, INC.
SAVANNAH, GA
912-598-4032
SEC #801-61798Total AUM
$123M
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
24 DRAYTON ST.
SUITE 501
SAVANNAH
GA 31401
United States
SUITE 501
SAVANNAH
GA 31401
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
912-598-4032
Financials
Total AUM
$123M
Accounts
64Discretionary
$122.9M
Accounts
63Non-Discretionary
$100.4K
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
GANCTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.