Excelsior Investors

EST. AUM
$241,994,381

CONTACTS

CLIENT ACCOUNTS
326

Firm Details

Metro area Minneapolis
CRD Number 108048
Website excelsiorinvestors.com
Client types

Overview

Excelsior Investors is a SEC-registered, fee-only investment advisory firm headquartered in Excelsior, Minnesota. Founded in 2000, the firm provides comprehensive wealth management, financial planning, retirement planning, and discretionary portfolio management services for high-net-worth individuals, families, and charitable organizations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Excelsior Investors

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company