EXCELSIOR
other names
- EXCELSIOR
- EXCELSIOR INVESTMENT ADVISORS, LLC
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Adviser Profile
| As of Date | 06/20/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | New York, Approved, 03/10/2025 |
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| Former registrations | |
| AUM* | 18,209,548 |
| of that, discretionary | 18,209,548 |
| Private Fund GAV* | 0 |
| Avg Account Size | 293,702 |
| % High Net Worth | 66.67% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 516 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds