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EXCALIBUR MANAGEMENT CORP

Tel: (617) 916-9669
Bay Colony Corporate Center
950 Winter Street North, Suite 4100
Waltham, Massachusetts  02451

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EXCALIBUR MANAGEMENT CORP

EXCALIBUR MANAGEMENT CORP is a Waltham, Massachusetts based financial advisory firm with nearly $606,399,680 in assets under management and provides investment advisory services for 827 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

110836

SEC#:

801-39935

No. of Clients:

827

Assets under Management

$606,399,680

No. of Advisors:

11

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