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
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Minnesota?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Minnesota, Red Wing
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
