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Building 2EXCELCIA RISK MANAGEMENT, LTD.

Map pinSANTA CLARA, CA
Phone408-261-3300
NotebookSEC #801-65015
Total AUM
$0
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4675 STEVENS CREEK BOULEVARD
SUITE 110
SANTA CLARA
CA 95051
USA
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
408-261-3300

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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