EXCEL WEALTH MANAGEMENT, LLC
Tel: (888) 929-9920 935 Main Street Unit B104 Manchester, Connecticut 06040
About 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
Firm CRD#:
299602
Firm SEC#:
801-114524
Assets Under Management:
$232,703,491
No. of Clients:
232
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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