The EXCEL WEALTH MANAGEMENT is a privately held investment adviser that advises $310.5mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EXCEL WEALTH MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 25.72% over the last 5-years.
The Group has been registered with the SEC for 7.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 935 MAIN STREET UNIT E, MANCHESTER, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 5 investment and 4 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $310.5mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 63 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $263.98mn or 85.02% of Total Assets and Individuals own $42.18mn or 13.58% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Pension and Profit Sharing Plans-Private and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
EXCEL WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.