Overview
Assets Under Management: $119 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 30
Average Client Assets: $2.4 million
Frequently Asked Questions
EXCEED ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170403), EXCEED ADVISORY LLC is subject to fiduciary duty under federal law.
EXCEED ADVISORY LLC is headquartered in NEW YORK, NY.
EXCEED ADVISORY LLC serves 30 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, EXCEED ADVISORY LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
EXCEED ADVISORY LLC manages $119 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, EXCEED ADVISORY LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.82%
Average Client Assets: $2.4 million
Total Client Accounts: 92
Discretionary Accounts: 92
Regulatory Filings
CRD Number: 170403
Filing ID: 2057097
Last Filing Date: 2026-02-19 14:37:50