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 registered investment adviser organized as an LLC and in operation since 2000. The firm focuses on individual and family clients and provides financial planning plus portfolio management for individuals and small businesses. Its fee model mixes AUM-based fees with fixed fees. Excelsior does not position itself as an active ESG investor, nor as a pension consultant or capital allocator; ownership is held by an individual.
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%
Contacts
1 of 1JASON GOOD
OwnerCRD 4978923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$115M in ETFs
81%
$92.9M
14%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $24.2M | 40,567 | 21.14% |
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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