EXCELLERE PARTNERS is a Denver, Colorado based financial advisory firm with nearly $2,255,928,013 in assets under management and provides investment advisory services for 5 clients. There are currently 21 financial advisors at the firm.
General Information |
| Firm CRD#: | 142904 | |
| SEC#: | 801-67454 | |
| Assets under Management: | $2,255,928,013 | |
| No. of Clients: | 5 | |
| No. of Advisors: | 21 | |
| Advisory Services Provided: | Portfolio Management for Pooled Investment | |
| Fee Structure: | A percentage of AUM, Performance Based, Other (TRANSACTION,MONITORING, CLOSING, ACQUISITION FEES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 137068 | 801-65068 | 2886 | 33 | $2,006,629,259 |
| MARKET GUARD | 153241 | 801-110540 | 1513 | 9 | $299,501,051 |
| WAMBOLT & ASSOCIATES, LLC | 153454 | 801-71476 | 1470 | 14 | $453,827,627 |
| COSNER FINANCIAL GROUP, LLC | 147942 | 801-95177 | 1000 | 6 | $259,892,482 |
| GREEN ALPHA ADVISORS, LLC | 144413 | 801-77535 | 531 | 6 | $744,883,725 |
| SYNTRINSIC INVESTMENT COUNSEL, LLC. | 147978 | 801-69510 | 415 | 16 | $1,715,429,725 |
| CRESCAT PORTFOLIO MANAGEMENT LLC | 139620 | 801-69008 | 195 | 10 | $393,139,452 |
| EQUUS PRIVATE WEALTH MANAGEMENT LLC | 144367 | 801-80902 | 45 | 5 | $179,315,426 |
| PRINCETON FUND ADVISORS, LLC | 157821 | 801-72525 | 12 | 33 | $1,226,354,563 |
| BRANZAN INVESTMENT ADVISORS, INC. | 120783 | 801-66261 | 9 | 4 | $128,646,303 |
| DAVIDSON FIXED INCOME MANAGEMENT, INC. | 127844 | 801-62264 | 9 | 7 | $1,103,296,730 |
| VERDEAM | 128442 | 801-108810 | 6 | 5 | $61,080,897 |
| EXCELLERE PARTNERS | 142904 | 801-67454 | 5 | 21 | $2,255,928,013 |
| WYNKOOP LLC | 150018 | 801-113339 | 4 | 12 | $696,320,241 |
| BULLSEYE ASSET MANAGEMENT LLC | 153990 | 801-79982 | 3 | 2 | $256,428,351 |
| RMB WEST, LLC | 158138 | 801-72566 | 0 | 3 | $0 |