Xception Advisory Group

EST. AUM
$189,340,109

CONTACTS
2

CLIENT ACCOUNTS
28

Firm Details

Metro area Atlanta
CRD Number 338122
Website xceptionadvisorygroup.com
Client types

Overview

Xception Advisory Group was founded in 2014 by Patrick Callahan, JD. Xception offers a range of services tailored for successful, ultra-high-net-worth entrepreneurs seeking better coordination of their business, estate, financial and tax planning.

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

Xception Advisory Group

Platform Details

Investment Preferences

Alternative Activity

Address

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