Overview
Assets Under Management: $320 million
Headquarters: RED WING, MN
High-Net-Worth Clients: 65
Average Client Assets: $2 million
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