Excelsior Investors
Excelsior Investors (CRD# 108048) is a financial advisory firm headquartered in Excelsior, MN. They manage $181,923,257 in 296 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management182MILLION
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Total Number of Accounts296ACCOUNTS
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Average Account Value$614,606
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MN, TX
Financial Advisors at Excelsior Investors
1
Jason Good (CRD# 4978923) is an Investment Advisor Representative working at Excelsior Investors in Excelsior, MN and has over 15 years of experience in the finance industry.
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