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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Excel Financial LLC
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| CRD # | 145301 |
| SEC # | 801-107211 |
| CIK # | 0001512890, 0001823325, 0001478950 |
| AUM | $333.5 M (2025-03-10) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 651-388-6441 |
| Address | 321 Main Street Red Wing, MN 55066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 81.7 |
| (b) Individuals (high net worth individuals) | 65 | 152.0 |
| (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 | 20 | 96.9 |
| (h) Charitable organizations | 2 | 2.7 |
| (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 | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,093 | 333.5 |
| By Discretionary | ||
| Discretionary | 1,057 | 326.1 |
| Non-Discretionary | 36 | 7.4 |
| Total | 1,093 | 333.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 333.0 | |
| Total | 1,093 | 333.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001478950] | |
| 10-Q | [0001478950] | |
| 4 | [0001478950] | |
| 8-K | [0001478950] | |
| D | [0001478950] | |
| SC 13G | [0001478950] | |
| 10-K | [0001512890] | |
| 10-Q | [0001512890] | |
| 3 | [0001512890] | |
| 4 | [0001512890] | |
| 8-K | [0001512890] | |
| D | [0001823325] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Excel Corp | |
| Winspear Robert L | |
| karl power | |
| Hyde Thomas A JR | |
| Sabin Gary B | |
| Excel Trust, Inc. | |
| Blakley Bruce G | |
| Staley Warren R | |
| Parsons Robert E Jr | |
| East Burland B | |
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