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
No fee data available. Fee information is extracted from Part 2 brochures.