Excomp Asset Management Ltd

Excomp Asset Management Ltd (CRD# 110434) is a financial advisory firm headquartered in Melville, NY. They manage $130,611,387 in 391 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
425 Broadhollow Rd, Suite 318, Melville, NY 11747
http://www.excompam.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $334,044
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Excomp Asset Management Ltd
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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