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Building 2EXCELSIOR CAPITAL ADVISORS, LLC

Map pinBOCA RATON, FL
Phone561-353-4440
NotebookSEC #801-68100
Total AUM
$120.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4651 N. FEDERAL HWY.
BOCA RATON
FL 33431
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-353-4440

ReceiptFinancials

Total AUM
$120.2M
Accounts
251
Discretionary
$120.2M
Accounts
251
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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