Overview
Assets Under Management: $458 million
Headquarters: HOLLY HILL, FL
High-Net-Worth Clients: 68
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 886
Discretionary Accounts: 673
Non-Discretionary Accounts: 213
Regulatory Filings
CRD Number: 158863
Last Filing Date: 2025-02-21 00:00:00
Website: https://xcelwealth.com