Overview
Assets Under Management: $150 million
High-Net-Worth Clients: 25
Average Client Assets: $5 million
Frequently Asked Questions
EXCELSIOR ADVISOR NETWORK 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 #334779), EXCELSIOR ADVISOR NETWORK LLC is subject to fiduciary duty under federal law.
EXCELSIOR ADVISOR NETWORK LLC serves 25 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, EXCELSIOR ADVISOR NETWORK LLC offers financial planning and portfolio management for individuals. View all service details ↓
EXCELSIOR ADVISOR NETWORK LLC manages $150 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, EXCELSIOR ADVISOR NETWORK LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.51
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 334779
Filing ID: 2034621
Last Filing Date: 2025-12-17 15:24:27
Website: 3