|
⚲
|
| Excel Capital Management Corp
✚
| |
|---|---|
| CRD # | 109229 |
| SEC # | 801-124719 |
| CIK # | |
| AUM | $148.8 MM (2024-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-431-1770 |
| Address | 12 Stratford Court Warren, NJ 07059 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 57 | 128.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 20.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 148.8 |
| By Discretionary | ||
| Discretionary | 168 | 148.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 168 | 148.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.8 | |
| Total | 168 | 148.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 0.1 |
|
Kirk Capital Advisors LLC
✚
|
VA | 0.1 |
|
Inman Financial Services Inc
✚
|
OR | 0.1 |
|
Benchmark Capital Group Ltd
✚
|
IL | 0.1 |
|
Innis Investments LLC
✚
|
OH | 0.1 |
|
Thomas Leo Advisory LLC
✚
|
MN | 0.1 |
|
LIG Capital Management LLC
✚
|
OK | 0.1 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.1 |
|
Sky-Mountain Capital Management Inc
✚
|
ID | 0.1 |
|
The Private Investment Group Inc
✚
|
OH | 0.1 |