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Excalibur Management

EST. AUM
$712,076,143

CONTACTS
3

CLIENT ACCOUNTS
872

Firm Details

Metro area Boston
CRD Number 110836
Website excalmgmt.com
Client types

Overview

Excalibur Management is a multi-generational, privately owned Registered Investment Advisor that has been providing comprehensive financial and wealth management services since 1979. Based in Waltham, Massachusetts, the firm specializes in personalized investment strategies tailored to grow and preserve wealth for high-net-worth individuals, families, trusts, endowments, and foundations. With a focus on integrity, risk-appropriate decision-making, and deeply researched advice, Excalibur offers a range of services, including investment management, wealth planning, family advisory, and private business consulting. The company’s disciplined, client-centric approach emphasizes long-term financial security and fostering trust through customized solutions

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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