Excelsior Investment Advisors, LLC
Excelsior Investment Advisors, LLC is an SEC-registered ria with $18.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Excelsior Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311850, data through 2025-03-04.
- AUM (assets under management / regulatory AUM)
- $18.2M (2025-03-04)
- Firm type
- Ria
- Employees
- 1
- Clients
- 9
- CRD
- 311850
- Ownership
- FRIEDRICH, CARL, AUGUST; FRIEDRICH PERRINO LLC; PERRINO, STEPHEN, T
How much AUM does Excelsior Investment Advisors, LLC have?
Excelsior Investment Advisors, LLC reported $18.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-03-04).
Who owns Excelsior Investment Advisors, LLC?
Disclosed owners and executives of Excelsior Investment Advisors, LLC include FRIEDRICH, CARL, AUGUST, FRIEDRICH PERRINO LLC, PERRINO, STEPHEN, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.