Excelsior Investors
Firm details
- Headquarters
- Excelsior, Minnesota
- CRD number
- 108048
- Registered since
- May 31, 2000
- Website
- www.excelsiorinvestors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.33%
- Individuals7.5%
- Charitable Organizations1.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Excelsior Investors is an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Excelsior Investors is SEC-registered and has been registered since 2000. The firm is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities35%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$127M in ETFs
81%
$103M
15%
$23.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $27.1M | 38,686 | 21.39% |
Location
Excelsior, MN
Hennepin
Location
Excelsior, MN
Headquartered in Excelsior, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 34 Water St
- Time zone
- CT (UTC-6)
- Office locations
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