Overview
Assets Under Management: $320 million
Headquarters: RED WING, MN
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
EXCEL FINANCIAL, 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 #145301), EXCEL FINANCIAL, LLC is subject to fiduciary duty under federal law.
EXCEL FINANCIAL, LLC is headquartered in RED WING, MN.
EXCEL FINANCIAL, LLC serves 65 high-net-worth clients according to their SEC filing dated July 11, 2024. View client details ↓
According to their SEC Form ADV, EXCEL FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EXCEL FINANCIAL, LLC manages $320 million in client assets according to their SEC filing dated July 11, 2024.
According to their SEC Form ADV, EXCEL FINANCIAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,070
Discretionary Accounts: 1,024
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 145301
Last Filing Date: 2024-07-11 00:00:00
Website: https://excelfinancialonline.com