Excel Securities & Associates Inc


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Excel Securities & Associates Inc
CRD #16629
SEC #801-69225
AUM $272.8 MM (69% Disc, 100% US, 2020-03-30)
Employees29 (66% Investors, 66% Brokers)
Address200 Canal View Blvd
Rochester, NY 14623
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Encompass Wealth Advisors LLC
OR 0.3
Lazari Capital Management Inc
CA 0.3
Brass Financial Inc
IA 0.3
Kirtland Financial Management Inc
FL 0.3
Gradient Securities LLC
MN 0.3
Peterson Wealth Advisors LLC
UT 0.3
Caliber Wealth Management LLC
UT 0.3
Trellis Advisors LLC
WA 0.3
Woodstock Wealth Management Inc
GA 0.3
Interactive Financial Advisors Inc
IL 0.3
Terms of Service | Privacy Policy | User Guide