EXCEL FINANCIAL, LLC
Tel: (651) 388-6441 321 Main Street Red Wing, Minnesota 55066
About EXCEL FINANCIAL, LLC
EXCEL FINANCIAL, LLC is a Red Wing, Minnesota based financial advisory firm with nearly $319,505,969 in assets under management and provides investment advisory services for 1070 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
145301
Firm SEC#:
801-107211
Assets Under Management:
$319,505,969
No. of Clients:
1070
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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