Excelsior Investors
Excelsior Investors is an SEC-registered wealth manager in Excelsior, MN with $242.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Excelsior Investors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108048, SEC 801-57626, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $242.0M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Excelsior, MN
- Employees
- 2
- Clients
- 105
- CRD
- 108048
- Ownership
- DANIELSON, MARK, JAMES; GARRITY, CHARLES, EDWARD; GOOD, JASON, PATRICK; PITZL, JOSEPH, DANIEL
How much AUM does Excelsior Investors have?
Excelsior Investors reported $242.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Excelsior Investors?
Disclosed owners and executives of Excelsior Investors include DANIELSON, MARK, JAMES, GARRITY, CHARLES, EDWARD, GOOD, JASON, PATRICK, PITZL, JOSEPH, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.