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Financial Advisor
Massachusetts
Waltham
EXCALIBUR MANAGEMENT CORP

EXCALIBUR MANAGEMENT CORP

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

About 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
Firm CRD#:

110836

Firm SEC#:

801-39935

Assets Under Management:

$606,399,680

No. of Clients:

827

Advisory Services Provided:

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

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