Exciten Capital LLC
RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$1.5M
Accounts
1
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 168580
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Exciten Capital LLC is a small, independently owned registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its reporting indicates it is not positioned as a capital allocator, pension consultant, related adviser, or multi-state adviser, and it does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other100%
Contacts
2 of 2Paul Li
Managing DirectorCRD 6227936
James Li
MemberCRD 6250205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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