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EXCEL WEALTH MANAGEMENT, LLC

Tel: (888) 929-9920
935 Main Street
Unit B104
Manchester, Connecticut  06040

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EXCEL WEALTH MANAGEMENT, LLC

EXCEL WEALTH MANAGEMENT, LLC is a Manchester, Connecticut based financial advisory firm with nearly $232,703,491 in assets under management and provides investment advisory services for 232 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

299602

SEC#:

801-114524

No. of Clients:

232

Assets under Management

$232,703,491

No. of Advisors:

10

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