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XCEL WEALTH MANAGEMENT, LLC

Tel: 386-872-3440
101 2nd Street
Suite 402
Holly Hill, Florida  32117

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XCEL WEALTH MANAGEMENT, LLC

XCEL WEALTH MANAGEMENT, LLC is a Holly Hill, Florida based financial advisory firm with nearly $457,587,766 in assets under management and provides investment advisory services for 886 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

158863

SEC#:

801-113826

No. of Clients:

886

Assets under Management

$457,587,766

No. of Advisors:

4

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