Excomp Asset Management Ltd
Excomp Asset Management Ltd (CRD# 110434) is a financial advisory firm headquartered in Melville, NY. They manage $117,081,895 in 425 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management117MILLION
Total Number of Accounts425ACCOUNTS
Average Account Value$275,487
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NH, NJ, NY, TX
Gerard Breitner (CRD# 819265) is an Investment Advisor Representative working at Excomp Asset Management Ltd in Garden City, NY and has over 2 years of experience in the finance industry. Gerard Breitner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.