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Building 2EXCELCIA FINANCIAL GROUP, LTD.

Map pinSAN JOSE, CA
Phone408-261-3300
NotebookSEC #801-71617
Total AUM
$54M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 S. ALMADEN BLVD.
SUITE #880
SAN JOSE
CA 95113
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
408-261-3300

ReceiptFinancials

Total AUM
$54M
Accounts
470
Discretionary
$44M
Accounts
360
Non-Discretionary
$10M
Accounts
110

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
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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