Excel Financial Review

Trust Score 83%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Excel Financial, federally registered in 2016, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 6 advisors. Excel Financial manages $148.4 million and provides investment advisory services for 317 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $468,253
Hybrid Advisor No
Disciplinary History No
Total AUM $148.4 million
Advisor / Client Ratio 1:53
Headquarters Red Wing, MN
SEC Filings Forms and Brochures    (CRD # 145301)
State(s) Registered CO, MN, TX, WI

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