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Building 2EXCEL FINANCIAL, LLC

Map pinRED WING, MN
Phone(651) 388-6441
NotebookSEC #801-68518
Total AUM
$39.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 MAIN STREET
RED WING
MN 55066
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(651) 388-6441

ReceiptFinancials

Total AUM
$39.3M
Accounts
299
Discretionary
$34.9M
Accounts
264
Non-Discretionary
$4.5M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COMNWI

HandshakeAffiliates

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

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