INTELLIGENT FINANCIAL STRATEGIES, LLC
Legal name: EXCELSIOR INVESTORS
CRD #108048 SEC #801-57626 EXCELSIOR, MN 952-941-2795
SEC Registered
Total AUM
$219.2M
Discretionary
$219.2M
Employees
2
Clients
51
Accounts
308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $219.2M | $219.2M | $0 | 2 | 0 |
| Feb 2025 | $219.2M | $219.2M | $0 | 2 | 0 |
| Sep 2024 | $181.9M | $181.9M | $0 | 2 | 0 |
| Feb 2024 | $181.9M | $181.9M | $0 | 2 | 0 |
| Feb 2024 | $181.9M | $181.9M | $0 | 2 | 0 |
| Feb 2023 | $160.5M | $160.5M | $0 | 2 | 0 |
| Feb 2023 | $160.5M | $160.5M | $0 | 2 | 0 |
| Oct 2022 | $175.6M | $162.1M | $13.5M | 2 | 0 |
| Jan 2022 | $175.6M | $162.1M | $13.5M | 2 | 0 |
| Jan 2022 | $175.6M | $162.1M | $13.5M | 2 | 0 |
| Jan 2021 | $149.8M | $135M | $14.8M | 2 | 0 |
| Jan 2021 | $149.8M | $135M | $14.8M | 2 | 0 |
| Jun 2020 | $134.7M | $117.5M | $17.2M | 2 | 0 |
| Jan 2020 | $134.7M | $117.5M | $17.2M | 2 | 0 |
| Jan 2019 | $118M | $101.6M | $16.4M | 2 | 0 |
| Jan 2018 | $126.4M | $109.1M | $17.3M | 2 | 0 |
| Jun 2017 | $169.6M | $153.4M | $16.2M | 2 | 26 |
| Mar 2017 | $169.6M | $153.4M | $16.2M | 2 | 26 |
| May 2016 | $153.6M | $137.7M | $15.9M | 2 | 26 |
| May 2016 | $153.6M | $137.7M | $15.9M | 2 | 26 |
| Mar 2016 | $153.6M | $137.7M | $15.9M | 2 | 26 |
| Oct 2015 | $153.8M | $136.9M | $16.9M | 2 | 26 |
| Feb 2015 | $153.8M | $136.9M | $16.9M | 2 | 26 |
| Jul 2014 | $160.9M | $142.9M | $18M | 2 | 26 |
| Feb 2014 | $160.9M | $142.9M | $18M | 4 | 100 |
| Oct 2013 | $131.9M | $114.8M | $17.1M | 3 | 26 |
| Feb 2013 | $131.9M | $114.8M | $17.1M | 3 | 26 |
| Feb 2012 | $109.8M | $88M | $21.8M | 1 | 26 |
| Mar 2011 | $111M | $86.5M | $24.5M | 5 | -- |
| Mar 2011 | $111M | $86.5M | $24.5M | 5 | -- |
| May 2010 | $94.5M | $0 | $94.5M | 5 | -- |
| Apr 2010 | $94.5M | $0 | $94.5M | 5 | -- |
| Mar 2010 | $94.5M | $0 | $94.5M | 5 | -- |
| Jan 2010 | $98.8M | $0 | $98.8M | 5 | -- |
| Mar 2009 | $85M | $0 | $85M | 5 | -- |
| Mar 2008 | $119.6M | $0 | $119.6M | 5 | -- |
| Mar 2007 | $110.2M | $0 | $110.2M | 5 | -- |
| Mar 2006 | $71.3M | $0 | $71.3M | 5 | -- |
| Sep 2005 | $64.8M | $0 | $64.8M | 5 | -- |
| Sep 2005 | $64.8M | $0 | $64.8M | 5 | -- |
| Apr 2004 | $53.9M | $0 | $53.9M | 5 | -- |
DateFeb 2025
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$175.6M
Discretionary$162.1M
Non-Disc.$13.5M
Employees2
Clients0
DateJan 2022
Total AUM$175.6M
Discretionary$162.1M
Non-Disc.$13.5M
Employees2
Clients0
DateJan 2022
Total AUM$175.6M
Discretionary$162.1M
Non-Disc.$13.5M
Employees2
Clients0
DateJan 2021
Total AUM$149.8M
Discretionary$135M
Non-Disc.$14.8M
Employees2
Clients0
DateJan 2021
Total AUM$149.8M
Discretionary$135M
Non-Disc.$14.8M
Employees2
Clients0
DateJun 2020
Total AUM$134.7M
Discretionary$117.5M
Non-Disc.$17.2M
Employees2
Clients0
DateJan 2020
Total AUM$134.7M
Discretionary$117.5M
Non-Disc.$17.2M
Employees2
Clients0
DateJan 2019
Total AUM$118M
Discretionary$101.6M
Non-Disc.$16.4M
Employees2
Clients0
DateJan 2018
Total AUM$126.4M
Discretionary$109.1M
Non-Disc.$17.3M
Employees2
Clients0
DateJun 2017
Total AUM$169.6M
Discretionary$153.4M
Non-Disc.$16.2M
Employees2
Clients26
DateMar 2017
Total AUM$169.6M
Discretionary$153.4M
Non-Disc.$16.2M
Employees2
Clients26
DateMay 2016
Total AUM$153.6M
Discretionary$137.7M
Non-Disc.$15.9M
Employees2
Clients26
DateMay 2016
Total AUM$153.6M
Discretionary$137.7M
Non-Disc.$15.9M
Employees2
Clients26
DateMar 2016
Total AUM$153.6M
Discretionary$137.7M
Non-Disc.$15.9M
Employees2
Clients26
DateOct 2015
Total AUM$153.8M
Discretionary$136.9M
Non-Disc.$16.9M
Employees2
Clients26
DateFeb 2015
Total AUM$153.8M
Discretionary$136.9M
Non-Disc.$16.9M
Employees2
Clients26
DateJul 2014
Total AUM$160.9M
Discretionary$142.9M
Non-Disc.$18M
Employees2
Clients26
DateFeb 2014
Total AUM$160.9M
Discretionary$142.9M
Non-Disc.$18M
Employees4
Clients100
DateOct 2013
Total AUM$131.9M
Discretionary$114.8M
Non-Disc.$17.1M
Employees3
Clients26
DateFeb 2013
Total AUM$131.9M
Discretionary$114.8M
Non-Disc.$17.1M
Employees3
Clients26
DateFeb 2012
Total AUM$109.8M
Discretionary$88M
Non-Disc.$21.8M
Employees1
Clients26
DateMar 2011
Total AUM$111M
Discretionary$86.5M
Non-Disc.$24.5M
Employees5
Clients--
DateMar 2011
Total AUM$111M
Discretionary$86.5M
Non-Disc.$24.5M
Employees5
Clients--
DateMay 2010
Total AUM$94.5M
Discretionary$0
Non-Disc.$94.5M
Employees5
Clients--
DateApr 2010
Total AUM$94.5M
Discretionary$0
Non-Disc.$94.5M
Employees5
Clients--
DateMar 2010
Total AUM$94.5M
Discretionary$0
Non-Disc.$94.5M
Employees5
Clients--
DateJan 2010
Total AUM$98.8M
Discretionary$0
Non-Disc.$98.8M
Employees5
Clients--
DateMar 2009
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateMar 2008
Total AUM$119.6M
Discretionary$0
Non-Disc.$119.6M
Employees5
Clients--
DateMar 2007
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees5
Clients--
DateMar 2006
Total AUM$71.3M
Discretionary$0
Non-Disc.$71.3M
Employees5
Clients--
DateSep 2005
Total AUM$64.8M
Discretionary$0
Non-Disc.$64.8M
Employees5
Clients--
DateSep 2005
Total AUM$64.8M
Discretionary$0
Non-Disc.$64.8M
Employees5
Clients--
DateApr 2004
Total AUM$53.9M
Discretionary$0
Non-Disc.$53.9M
Employees5
Clients--